Jeffrey Albright has been an investment adviser representative at Shepherd Wealth Management Limited Liability since November 2025, and is not listed among the firm’s executive officers or direct owners. Jeffrey Albright holds a Bachelor of Science in Business Management from Guilford College.
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.
Jeffrey R. Albright is Vice President of Shepherd Wealth Management and has served in that role since late 2025. He has more than 27 years of experience in the investment industry and works with clients on financial, investment, insurance, tax and estate planning needs. Before joining Shepherd Wealth Management, he spent 13 years with an investment management firm, where he was responsible for client acquisition and advising high-net-worth individuals, physicians and corporate clients.
Jeffrey Albright’s longest registration was 12 years at Creative Planning (2012–2025). Before joining Shepherd Wealth Management Limited Liability in 2025, Jeffrey Albright was registered through Creative Planning and The Burney Company.
- Shepherd Wealth ManagementCurrent– present · under a yearAsheboro, NC · Adviser representative · Firm CRD 312695
- Creative Planning– · 12 yearsClimax, NC · Adviser representative · Firm CRD 105348
- The Burney Company– · 6 yearsClimax, NC · Adviser representative · Firm CRD 106945
- TD Waterhouse Investor Services, Inc.– · 2 yearsGreensboro, NC · Adviser representative · Firm CRD 7870
Investment adviser representative registrations
Jeffrey Albright is registered as an investment adviser representative in 3 states. The first approvals date from November 2025; the most recent is Ohio, in December 2025.
- North CarolinaSince 13 November 2025
- OhioSince 17 December 2025
- PennsylvaniaSince 14 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 22 January 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 September 2003 |
| Series 66 | Uniform Combined State Law Examination | 17 July 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2000 |
| Series 7 | General Securities Representative Examination | 18 April 2000 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Ray Albright
- CRD
- 3262336
- Firm
- Shepherd Wealth Management Limited Liability · CRD 312695
- Office
- Asheboro, NC
- Registration
- Investment adviser registration
- In the industry since
- November 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shepherdwm.com
Where does Jeffrey Albright work?
Jeffrey Albright is an investment adviser representative registered through Shepherd Wealth Management Limited Liability Company since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Albright a financial advisor?
Yes. Jeffrey Albright has a current investment-adviser registration in North Carolina, Ohio and Pennsylvania, through Shepherd Wealth Management Limited Liability since November 2025.
How many years of experience does Jeffrey Albright have?
Jeffrey Albright has 22 years in the financial industry, since November 2003, across 4 adviser firms.
What exams has Jeffrey Albright passed?
Jeffrey Albright has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in April 2000.
Where did Jeffrey Albright work before Shepherd Wealth Management Limited Liability?
Before Shepherd Wealth Management Limited Liability, Jeffrey Albright was registered through Creative Planning, September 2012 to August 2025; The Burney Company, March 2006 to September 2012; TD Waterhouse Investor Services, Inc., July 2003 to February 2006.
Where is Jeffrey Albright based?
Jeffrey Albright’s registered office is in Asheboro, NC.
Is Jeffrey Albright registered with FINRA?
No. Jeffrey Albright has no current broker registration.
How can I verify Jeffrey Albright’s record?
Search CRD 3262336 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Albright’s full registration record.