Kristopher Shepherd

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-10-22
TX	RA	APPROVED	2024-10-22

Branch Locations

9650 Olde Us 20, Rossford, OH 43460 • United States

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

Organization	City	State	From	To
Ohio Annual Conference Of The Free Methodist Church	Monclova	OH	08/2015	12/2017
Every Day Church Toledo, Inc	Toledo	OH	11/2017	08/2023
The Huntington Investment Company	Toledo	OH	03/2018	10/2024
J.P. Morgan Securities Llc	Rossford	OH	10/2024	Present
Jpmorgan Chase Bank, N.A.	Rossford	OH	10/2024	Present
Huntington National Bank	Toledo	OH	12/2015	10/2024

08/2015 → 12/2017

Ohio Annual Conference Of The Free Methodist Church

Monclova, OH
11/2017 → 08/2023

Every Day Church Toledo, Inc

Toledo, OH
03/2018 → 10/2024

The Huntington Investment Company

Toledo, OH
10/2024 → Present

J.P. Morgan Securities Llc

Rossford, OH
10/2024 → Present

Jpmorgan Chase Bank, N.A.

Rossford, OH
12/2015 → 10/2024

Huntington National Bank

Toledo, OH

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-08-31
S63	Uniform Securities Agent State Law Examination	2018-04-20

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