Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Alan Shepherd is a registered representative with J.p. Morgan Securities LLC. Kristopher Shepherd is licensed in Ohio and Texas. Shepherd has been in the securities industry since 2007. Kristopher Alan Shepherd has specialized experience working with corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and charitable organizations. Prior to joining J.p. Morgan Securities LLC, Shepherd was employed by TD Ameritrade, Inc.. Kristopher Alan Shepherd has also held previous positions with the Huntington Investment Company, Huntington National Bank, Every Day Church Toledo, Inc., and the Ohio Annual Conference of the Free Methodist Church.
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
OH
10/22/2024 - Present
J.p. Morgan Securities LLC (Bowling Green OH)
TX
04/09/2007 - 12/17/2007
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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