John Ashcroft has been President of Shepherd Wealth Management Limited Liability since January 2023, is a control person of the firm and directly owns between 25% and 50% of it. John Ashcroft holds a Bachelor's degree from the University of Pittsburgh and an Executive certificate in financial planning from Duquesne 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.
John Ashcroft has been in the financial industry since 2004. He chose to partner with Joshua Casey Garland and join the Shepherd Wealth Management team.
John Ashcroft’s longest registration was 5 years at The Burney Company (2012–2018). Before joining Shepherd Wealth Management Limited Liability in 2022, John Ashcroft was registered through Girard Advisory Services, LLC and The Burney Company.
- Shepherd Wealth ManagementCurrent– present · 3 yearsLititz, PA · Adviser representative · Firm CRD 312695
- Girard Advisory Services, LLC– · 4 yearsLandisville, PA · Adviser representative · Firm CRD 39163
- The Burney Company– · 5 yearsFort Mill, SC · Adviser representative · Firm CRD 106945
- Amerivest Investment Management, LLC– · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 4 yearsCharlotte, NC · Adviser representative · Firm CRD 7870
- Kuntz Lesher Capital LLC– · 1 yearLancaster, PA · Adviser representative · Firm CRD 122693
- H.D. Vest Advisory Services, Inc– · under a yearLititz, PA · Adviser representative · Firm CRD 104556
- Morgan Stanley– · under a yearLancaster, PA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
John Ashcroft is registered as an investment adviser representative in 3 states. The first approvals date from December 2022; the most recent is Kentucky, in February 2023.
- KentuckySince 10 February 2023
- OhioSince 9 February 2023
- PennsylvaniaSince 23 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 22 September 2005 |
| Series 66 | Uniform Combined State Law Examination | 9 September 2005 |
| Series 7 | General Securities Representative Examination | 17 August 2005 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Eugene Ashcroft
- CRD
- 4994425
- Firm
- Shepherd Wealth Management Limited Liability · CRD 312695
- Role
- President
- Office
- 27-31 E. Main St. 3rd Floor, Lititz, PA 17543
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shepherdwm.com
Where does John Ashcroft work?
John Ashcroft has been President of Shepherd Wealth Management Limited Liability Company since January 2023, and is a control person of the firm.
Is John Ashcroft a financial advisor?
Yes. John Ashcroft has a current investment-adviser registration in Kentucky, Ohio and Pennsylvania, through Shepherd Wealth Management Limited Liability since December 2022.
How many years of experience does John Ashcroft have?
John Ashcroft has 20 years in the financial industry, since November 2005, across 8 adviser firms.
What exams has John Ashcroft passed?
John Ashcroft has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in August 2005.
Where did John Ashcroft work before Shepherd Wealth Management Limited Liability?
Before Shepherd Wealth Management Limited Liability, John Ashcroft was registered through The Burney Company, November 2012 to August 2018; Amerivest Investment Management, LLC, June 2008 to November 2012; TD Ameritrade, Inc., June 2008 to November 2012; Kuntz Lesher Capital LLC, November 2006 to April 2008; H.D. Vest Advisory Services, Inc, April 2006 to January 2007; Morgan Stanley, September 2005 to March 2006.
Where is John Ashcroft based?
John Ashcroft’s registered office is in Lititz, PA.
Is John Ashcroft registered with FINRA?
No. John Ashcroft has no current broker registration.
How can I verify John Ashcroft’s record?
Search CRD 4994425 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Ashcroft’s full registration record.