Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Shepley is a financial professional with over 20 years of experience in the financial services industry. John is currently registered with J.P. Morgan Securities LLC, a firm with a strong reputation for providing investment advice and wealth management services to individual and institutional clients. Prior to joining J.P. Morgan, John held positions at Chase Investment Services Corp, State Farm VP Management Corp., and ALFS, Inc. John holds several industry licenses, including the Series 6 and Series 63 licenses, and has demonstrated expertise in a wide range of financial products and services. John is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (GRAYSLAKE IL)
IL
12/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAYSLAKE IL)
IL
08/15/2006 - 11/14/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
08/15/2001 - 05/31/2006
ALFS, INC. (NORTHBROOK IL)
BC
Issued 01/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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