Jean Sheptoff is not listed as a control person, but directly owns between 10% and 25% of Mark Sheptoff Financial Planning.
Mark Sheptoff Financial Planning is an investment adviser based in Glastonbury, CT, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $467 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4807187
- Firm
- Mark Sheptoff Financial Planning · CRD 108742
- Role
- Limited Partner
- In role since
- January 2016 · 10 years
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- Glastonbury, CT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jean Sheptoff work?
Jean Sheptoff has been Limited Partner of Mark Sheptoff Financial Planning LLC since January 2016.
How can I verify Jean Sheptoff’s record?
Jean Sheptoff’s role is listed on Mark Sheptoff Financial Planning LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 108742.