Jim Shepherd

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Consumer Services

Finance

Profil

James Manny Shepherd is the founder of Verus Financial Partners, Inc. which was founded in 1992.
He held the title of Chairman from 2013 to 2018.
Mr. Shepherd has a graduate degree from The College for Financial Planning, Inc. and an undergraduate degree from Virginia Polytechnic Institute & State University.

Tidigare kända positioner av Jim Shepherd

Företag	Position	Slut
Verus Financial Partners, Inc. Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications.	Verkställande Direktör	2018-05-14

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Jim Shepherds utbildningar

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Kopplade företag

Privata företag	3
The College for Financial Planning, Inc. The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Verus Financial Partners, Inc. Verus Financial Partners, Inc. Investment ManagersFinance Verus helps clients determine an appropriate level of risk to accomplish their goals and objectives. The firm’s low-cost investment approach provides a strategic, diversified asset allocation to help achieve the client’s goals. Accounts are monitored and rebalanced to maintain client's target asset allocation while considering tax implications.	Finance
Virginia Polytechnic Institute & State University Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services