Brady Jackson has been an investment adviser representative at Shepherd Wealth Management Limited Liability since October 2025, and is not listed among the firm’s executive officers or direct owners. Brady Jackson holds an Economics degree from Indiana University.
Shepherd Wealth Management Limited Liability Company is a Cincinnati, OH firm with $162M under management, 430 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Brady Jackson has over 12 years of experience in the financial services industry. He spent the majority of the last decade at TD Ameritrade and Charles Schwab, assisting high-net-worth families with their financial objectives. He decided to join Shepherd Wealth Management.
Brady Jackson’s longest registration was 2 years at TD Ameritrade, Inc. (2018–2021). Before joining Shepherd Wealth Management Limited Liability in 2025, Brady Jackson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc.
- Shepherd Wealth ManagementCurrent– present · 1 yearLouisville, KY · Adviser representative · Firm CRD 312695
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearLouisville, KY · Adviser representative · Firm CRD 7691
- Charles Schwab & Co., Inc.– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 5393
- TD Ameritrade Investment Management, LLC– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 1 yearLouisville, KY · Adviser representative · Firm CRD 7870
- PNC Investments– · under a yearLouisville, KY · Adviser representative · Firm CRD 129052
- TD Ameritrade, Inc.– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
- Waddell & Reed, Inc.– · under a yearLouisville, KY · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Brady Jackson is registered as an investment adviser representative in 3 states. Each was approved in October 2025.
- KentuckySince 2 October 2025
- OhioSince 10 October 2025
- PennsylvaniaSince 10 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 November 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 7 November 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- CRD
- 6122121
- Firm
- Shepherd Wealth Management Limited Liability · CRD 312695
- Office
- Louisville, KY
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shepherdwm.com
Where does Brady Jackson work?
Brady Jackson is an investment adviser representative registered through Shepherd Wealth Management Limited Liability Company since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brady Jackson a financial advisor?
Yes. Brady Jackson has a current investment-adviser registration in Kentucky, Ohio and Pennsylvania, through Shepherd Wealth Management Limited Liability since October 2025.
How many years of experience does Brady Jackson have?
Brady Jackson has 13 years in the financial industry, since May 2013, across 8 adviser firms.
What exams has Brady Jackson passed?
Brady Jackson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2012. FINRA credited Brady Jackson with the SIE, which began in October 2018.
Where did Brady Jackson work before Shepherd Wealth Management Limited Liability?
Before Shepherd Wealth Management Limited Liability, Brady Jackson was registered through Charles Schwab & Co., Inc., January 2022 to May 2024; TD Ameritrade Investment Management, LLC, May 2021 to September 2023; TD Ameritrade, Inc., May 2021 to October 2022; PNC Investments, January 2021 to March 2021; TD Ameritrade, Inc., February 2018 to January 2021; TD Ameritrade Investment Management, LLC, February 2018 to December 2020; Scottrade Investment Management, March 2017 to February 2018; Waddell & Reed, Inc., December 2012 to March 2013.
Where is Brady Jackson based?
Brady Jackson’s registered office is in Louisville, KY.
Is Brady Jackson registered with FINRA?
No. Brady Jackson has no current broker registration.
How can I verify Brady Jackson’s record?
Search CRD 6122121 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brady Jackson’s full registration record.