Jackson D. Sheputis

TRIAD WEALTH PARTNERS

Hebron, IN

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CRD#: 7332711

Professional summary

Jackson David Sheputis, who also goes by Jackson David Sheputis, Jackson Sheputis, is a registered financial advisor currently at TRIAD WEALTH PARTNERS, LLC located in Hebron, Indiana.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jackson has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jackson David Sheputis | Jackson Sheputis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) ROOTED WEALTH ADVISORS; YES INVESTMENT RELATED; 1521 N CONVENT ST SUITE #800 BOURBONNAIS, IL 60914; INSURANCE SALES; PARA-PLANNER; START DATE 01/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson David Sheputis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2024 - Present

TRIAD WEALTH PARTNERS, LLC

RIA

CRD#: 326523

Hebron, IN

Past

June 17, 2024 - November 5, 2024

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Valparaiso, IN

Past

May 4, 2021 - February 26, 2024

ROOTED WEALTH ADVISORS

RIA

CRD#: 313759

BOURBONNAIS, IL

Past

February 3, 2021 - September 7, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

BOURBONNAIS, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523 / SEC#: 801-128150

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(11/15/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/11/2021

Uniform Investment Adviser Law Examination

Current Firm

TRIAD WEALTH PARTNERS, LLC

CRD#: 326523 / SEC#: 801-128150

RIA

Registered Investment Advisory firm - (6/9/2023 Approved)

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Contact information

Main Address

730 New Hampshire St., Unit 222, Lawrence, KS 66044

Mailing Address

Phone number

(785) 830-0000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRIAD WEALTH PARTNERS INSTITUTIONAL RIA (3/26/2025)

TRIAD WEALTH PARTNERS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	2,978
AUM (Assets Under Management)	$ 424,994,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jackson D. Sheputis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson David Sheputis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD WEALTH PARTNERS, LLC

HIGHTOWER ADVISORS, LLC

ROOTED WEALTH ADVISORS

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TRIAD WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2021

Current Firm

TRIAD WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIAD WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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