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Jeffrey Ray Albright

Advisor at Shepherd Wealth Management — Asheboro, NC

Updated today

Credentials

Series 63, Series 66

Experience

22 years

Location

Asheboro, NC

Shepherd Wealth Management logo

Shepherd Wealth Management

Team

Total advisors

5

Across 3 offices

Clients per advisor

86 High

Avg AUM per client

$376,933 Very Low

HNW client ratio

10% Very Low

About

Jeffrey Albright is a financial advisor with Shepherd Wealth Management in Asheboro, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His previous roles include positions at Creative Planning, The Burney Company, and TD Ameritrade. Shepherd Wealth Management is a fee-only advisory firm serving individuals and high-net-worth clients with investment management, financial planning, and retirement plan consulting. The firm follows a primarily passive investment approach based on Modern Portfolio Theory and employs a team of five advisors managing approximately $162 million in discretionary assets.

Client services

Based on Shepherd Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Shepherd Wealth Management

Business ownership considerations Retirement withdrawal strategies College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting

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Fee options

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001+: 1.00%

Other

Account minimum: $100,000 Fee-only: Fee-only firm compensated solely by its clients via stated advisory fees.

Location

See office

Asheboro, NC

Asheboro NC

Advisors at this office

1

Most active in

North Carolina · Ohio · Pennsylvania

Work history

22 years of industry experience

Shepherd Wealth Management

2025 - Present • 1 year

Cincinnati, OH

Creative Planning

2012 - 2025 • 13 years

Climax, NC

The Burney Company

2006 - 2012 • 6 years

Climax, NC

TD Ameritrade, INC.

2003 - 2006 • 3 years

Greensboro, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mickey M

CFP®, Series 63, Series 65

Thomasville, NC

Truist Advisory Services

Mickey Morton is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2018, including its predecessor firms. His prior roles include positions at Wells Fargo Clearing Services and Fidelity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary approaches supported by integrated affiliate resources and AI-enabled research tools.

Founder/Business Owner Executive
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Roger M

Series 66

Asheboro, NC

Kestra Advisory

Roger Mabe Jr. is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at LPL Financial and A. G. Edwards & Sons, Inc. Since 2016, he has also served as a director on the board of the YMCA in Asheboro, NC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

David S

ChFC®, Series 66

Thomasville, NC

Edward Jones

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Retired Founder/Business Owner Executive
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Preston R

Series 66

Asheboro, NC

Equitable Advisors

Preston Russell is a Series 66-licensed financial advisor at Equitable Advisors with four years of industry experience. Before joining Equitable Advisors in 2022, he held positions at Eagle Point Golf Club, BenchMark Physical Therapy, Pinewood Country Club, and Covanta Environmental Solutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of proprietary and third-party investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation

Jay B

CFP®, Series 63, Series 65

Asheboro, NC

Edward Jones

Jay Brownfield is a CFP®-designated financial advisor with Edward Jones in Asheboro, NC, having 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory work, he owns rental property in Asheboro. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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John D

Series 66

Asheboro, NC

Edward Jones

John Dye is a financial advisor with Edward Jones in Asheboro, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is the owner of Eagle View Ventures of NC LLC, a real estate business in Sophia, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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