Jonathan Shepard, financial advisor Alpharetta GA
89 score

Jonathan Shepard

CRD Number: 6289010
Current Firm: Td Ameritrade, Inc.

Jonathan Shepard (CRD# 6289010) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Alpharetta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Tdameritrade, Inc. Alpharetta, GA Sep 2014 - Current 2
Commonwealth Financial Network Waltham, MA Jun 2014 - Aug 2014 < 1
Limmer Wealth Management, LLC Suwanee, GA Jun 2014 - Aug 2014 < 1
Edward Jones Saint Louis, MO Feb 2014 - Apr 2014 < 1
Spine-tec Atlanta, GA Nov 2010 - Jan 2014 3
Joimax Irvine, CA Jan 2010 - Oct 2010 < 1
Medical Edge Technologies Atlanta, GA Apr 2009 - Dec 2009 < 1
K2m Leesburg, VA Apr 2007 - Mar 2009 1
Lifelink Foundation Tampa, FL Apr 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jonathan M. Shepard
Phone Number: (800) 669-3900
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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