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Jeromy Christian Shepherd

Charles Schwab & Co., Inc.

Westlake, TX

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-09
  • TX RA
    APPROVED
    Since 2025-01-09

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Fort Worth TX 03/2006 08/2017
First Command Financial Planning Fort Worth TX 01/2018 11/2018
Unemployed Roanoke TX 09/2017 12/2017
Charles Schwab & Co., Inc. Westlake TX 11/2018 01/2024
Fisher Invesments Plano TX 03/2024 12/2024
Charles Schwab & Co., Inc. Westlake TX 12/2024 Present
Charles Schwab Bank Westlake TX 01/2025 Present
  • 03/2006 → 08/2017
    Td Ameritrade, Inc.
    Fort Worth, TX
  • 01/2018 → 11/2018
    First Command Financial Planning
    Fort Worth, TX
  • 09/2017 → 12/2017
    Unemployed
    Roanoke, TX
  • 11/2018 → 01/2024
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 03/2024 → 12/2024
    Fisher Invesments
    Plano, TX
  • 12/2024 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2025 → Present
    Charles Schwab Bank
    Westlake, TX
Previous Registrations
  • 2024-03-14 → 2024-12-20
    Fisher Investments
    Plano, TX
  • 2019-01-09 → 2024-01-09
    Charles Schwab & Co., Inc.
    Fort Worth, TX
    Phoenix, AZ
    Lone Tree, CO
    Lone Tree, CO
    Westlake, TX
  • 2018-01-22 → 2018-11-29
    First Command Advisory Services
    Fort Worth, TX
  • 2006-09-13 → 2017-08-07
    Td Ameritrade, Inc.
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Omaha, NE
    Fort Worth, TX
    Omaha, NE
    Westlake, TX
  • 2011-01-13 → 2017-08-07
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2006-08-24 → 2010-12-31
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
  • 2005-02-02 → 2006-02-16
    Ameriprise Financial Services, Llc
    San Antonio, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-02-25
  • S66 Uniform Combined State Law Examination
    1998-02-25
Other Names
  • Jay Shepherd
  • Jeromy C Shepherd
  • Christian Shepherd

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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