Trademark Retirement Income Planning, LLC

Trademark Retirement Income Planning, LLC (CRD# 305433) is a financial advisory firm headquartered in Mansfield, TX. They manage $9,512,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
311 Watson Branch Lane, #1418, Mansfield, TX 76063
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $132,111
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Trademark Retirement Income Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon Shepherd, financial advisor Mansfield TX
Jon M. Shepherd
CRD#: 2926626
311 Watson Branch Lane, #1418, Mansfield, TX 76063

Jon Shepherd (CRD# 2926626) is an Investment Advisor Representative working at Trademark Retirement Income Planning, LLC in Mansfield, TX and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals