# Jonathan Michael Shepard

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2021-11-09 | present | Yes |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2020-02-06 | 2021-10-25 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2014-09-11 | 2020-02-06 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2014-09-11 | 2020-02-06 | — |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 2014-06-18 | 2014-09-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6289010)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6289010.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.