Journey Advisory Group
44yrs
Top advisor by experience in Covington
25yrs
D. Scheper is a fiduciary financial advisor in Covington, Kentucky, with 25 years in the industry. D. joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 646 advisors with offices in Covington, and one of 629 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 8% by experience at Strategic Advisers
Office100 Howe Drive, Covington, KY 41015
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2005 – 2018Strategic Advisers LLCPreviously
Contact D. Jeff
(617) 563-7000Firm headquarters in Boston, MA. Ask for D. Jeff. 100 Howe DriveCovington, KY 41015Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask D. Jeff
Tailored to D. Jeff’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About D. Jeff
How do I contact D. Jeff?
Call Strategic Advisers at (617) 563-7000 and ask for D. Scheper. D. Jeff works from the Covington, KY office.
How long has D. Jeff been a financial advisor?
D. Jeff has been in the industry since 2001, about 25 years. Top 8% by experience at Strategic Advisers.
What licenses does D. Jeff hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is D. Jeff a fiduciary?
D. Jeff is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is D. Jeff paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask D. Jeff for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Legacy Financial Advisors
42yrs
Top advisor by experience at Legacy Financial Advisors
Raymond James & Associates
41yrs
Top 1% by experience in Covington
Strategic Advisers
39yrs
Top 1% by experience at Strategic Advisers
Commonwealth Financial Network
38yrs
Top 1% by experience in Covington
Strategic Advisers
38yrs
Top 1% by experience at Strategic Advisers