Jennifer Shepley, financial advisor Needham MA

Jennifer Shepley

CRD Number: 4025241
Current Firm: Park Avenue Securities LLC

Jennifer Shepley (CRD# 4025241) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 24 years of experience in the finance industry. Jennifer Shepley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities Mattapoisett, MA May 2000 - Current 23
Guardian Life Insurance Co Mattapoisett, MA Oct 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
Contact Info for Jennifer F. Shepley
Phone Number: 1-888-600-4667
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, WY

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