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Brady J
Series 66
Louisville, KY
Shepherd Wealth Management
Brady Jackson is a financial advisor at Shepherd Wealth Management in Louisville, KY, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, TD Ameritrade, Scottrade, and PNC Investments. Shepherd Wealth Management is a fee-only advisory team serving individuals and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm emphasizes a primarily passive investment approach using index funds and ETFs, supplemented by various analytical techniques, and offers ongoing financial planning and retirement consulting.
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