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Jonathan Keith Shepard

State Farm VP Management Corp.

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About Jonathan Keith Shepard

Jonathan Shepard is a financial advisor with State Farm VP Management Corp. Jonathan has been in the financial industry since 2010. Jonathan is registered with the state of Iowa and holds the Series 6, 7, 24, 51, 63, and 66 licenses. Jonathan has previously worked with NEXT FINANCIAL GROUP, INC., PRUCO SECURITIES, LLC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Jonathan Shepard is currently registered with State Farm VP Management Corp.. State Farm VP Management Corp. is a corporation formed in 1996 and approved to operate in all 50 states and the District of Columbia. The firm has one approved SEC registration and 51 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

5,459

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Shepard’s Registration & Firm History

IA

12/14/2013 - Present

State Farm VP Management Corp. (Cedar Falls IA)

FL

05/31/2005 - 07/18/2006

NEXT FINANCIAL GROUP, INC. (MIAMI FL)

NJ

07/07/2003 - 06/01/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

MN

09/20/2002 - 06/04/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/20/2002 - 06/04/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 12/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/21/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Keith Shepard.
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