Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeromy? Claim Your ProfileJeromy Christian Shepherd is a financial advisor at Charles Schwab & CO., Inc. Jeromy has been in the financial services industry since 1997. Jeromy has experience working at several firms including TD Ameritrade, Inc., First Command Financial Planning, Inc., Ameriprise Financial Services, Inc. and USAA Investment Management Company. Jeromy holds the Series 7, Series 9, Series 10, Series 24, Series 52, Series 53 and Series 66 licenses. Jeromy is registered to provide investment advisory services in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
01/09/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/09/2019 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
01/22/2018 - 11/29/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
09/12/2006 - 08/07/2017
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/25/2005 - 02/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MN
01/25/2005 - 02/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/22/1999 - 01/27/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
01/05/1999 - 07/30/1999
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
12/15/1997 - 11/24/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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