Jonathan Michael Shepard is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2021-11-09 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2020-02-06 | 2021-10-25 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2014-09-11 | 2020-02-06 | — |
| TD AMERITRADE, INC. | 2014-09-11 | 2020-02-06 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2014-06-18 | 2014-09-04 | — |