Jesse Shepherd, financial advisor Draper UT
90 score

Jesse Shepherd

CRD Number: 6002418
Current Firm: Td Ameritrade, Inc.

Jesse Shepherd (CRD# 6002418) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Draper, UT and has over 4 years of experience in the finance industry.

Similar Advisors
Jeffrey Zesiger, financial advisor Draper UT
Jeffrey D. Zesiger
CRD# 2649450
Uma Financial Services Inc.
Score
101
Similar Advisors
Brady Ririe, financial advisor Draper UT
Brady H. Ririe
CRD# 5747247
Morgan Stanley
Score
100
Similar Advisors
Alan Battles, financial advisor Draper UT
Alan R. Battles
CRD# 1008455
Brighton Wealth Management, Inc.
Score
98
Company Name Location Dates Years
Td Ameritrade Salt Lake City, UT Aug 2014 - Current 2
Snap Advances Salt Lake City, UT Feb 2014 - Aug 2014 < 1
E*trade Securities LLC Sandy, UT Dec 2013 - Feb 2014 < 1
Fidelity Investments American Fork, UT Nov 2011 - Dec 2013 2
Utah Valley University Orem, UT Jan 2011 - Dec 2011 < 1
Stevens-henager College Orem, UT Dec 2010 - Jun 2011 < 1
Health News Orem, UT Sep 2010 - Nov 2010 < 1
Incite Marketing Orem, UT Sep 2009 - Oct 2010 1
Utah Valley University Orem, UT Jan 2009 - Sep 2009 < 1
Beat The Bookstore Orem, UT Apr 2008 - Jan 2009 < 1
Daily Bread Food Storage Kaysville, UT Dec 2007 - Aug 2008 < 1
X-bound Consulting Murray, UT Apr 2007 - Dec 2007 < 1
University Of Toledo Toledo, OH Jan 2007 - Apr 2007 < 1
Church Of Jesus Christ Of Latter Day Saints Tijuana, Sep 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Jesse S. Shepherd
Phone Number: (800) 669-3900
Registered State(s):
  • UT
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

Ready to hire a financial advisor? Get competitive proposals from Jesse Shepherd and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.