Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
6yrs
Jesse Shepherd
Financial advisor at NWF Advisory Services
Jesse Shepherd has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Fort Wayne, Indiana. Jesse has been with NWF Advisory Services since 2025; before that, Jesse spent a year at The Ameriflex Group and three years at Edward Jones. NWF Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office10729 Coldwater Rd. Suite 200, Fort Wayne, IN 46845
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$562,071
Advisors at the firm87
States licensed ?1 state
Services through NWF Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowNWF Advisory Services Inc.Current firm
- Jun 2024 – Jul 2025The Ameriflex GroupPreviously
- 2021 – 2024Edward JonesPreviously
Contact Jesse
10729 Coldwater Rd. Suite 200Fort Wayne, IN 46845Office · Get directions Firm main line(310) 475-5854Headquarters: NWF Advisory Services · Los Angeles, CA Facebook pageNWF Advisory Services
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Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- 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
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About Jesse
How do I contact Jesse?
Call NWF Advisory Services at (310) 475-5854 and ask for Jesse Shepherd. Jesse works from the Fort Wayne, IN office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Jesse hold?
Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
NWF Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jesse 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.
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