JACOB COLTON WADE is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SHEPHERD ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SHEPHERD ADVISORY LLC | 2026-07-28 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2022-10-07 | 2025-12-09 | — |