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Limited Partner · Mark Sheptoff Financial Planning LLC

Jean C. Sheptoff

CRD 4807187 · Named on Form ADV at one SEC-registered adviser

At a glance

Mark Sheptoff Financial Planning LLC, an SEC-registered wealth manager based in Glastonbury, CT with $467 million in regulatory assets, lists Jean C. Sheptoff on its Form ADV as Limited Partner.

Firms and roles

AtlasMembers

Jean’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark A SheptoffManaging Member, Chief Compliance Officer, Mark Sheptoff Financial Planning LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.