JENNIFER ROSS Shepard is an investment adviser representative (IAR) with state registration records since 2003, appearing at 3 firms. Currently registered with CURI CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CURI CAPITAL, LLC | 2024-10-16 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2009-01-06 | 2020-03-05 | — |
| INTEGRATED FINANCIAL MANAGEMENT INC | 2003-03-25 | 2009-03-04 | — |