William Hosea Shepard

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → 05/2018
  Student
  Ocala, FL
• 01/2017 → 04/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2017 → 04/2018
  Northwestern Mutual Investment Services Llc
  Gainesville, FL
• 05/2018 → Present
  Raymond James & Associates
  Jacksonville, FL
• 07/2018 → Present
  Gator Club Of Jacksonville
  Jacksonville, FL

Other Businesses

1. Gator Club of Jacksonville Address: Jacksonville, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 07/02/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: Board Member. Votes for specific positions happen in two weeks. 2. Gateway To Hope, Inc.- Ocala, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Officer - CEO Investment Related:No Start Date: 02/27/2012 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: Overseeing feeding the hungry by Chairing the Board and overseeing the Executive Director, who is paid, in feeding the poor, and assisting ex-prisoners with food, housing and job. 3. Jacksonville Chamber of Commerce: Arlington Council - Jacksonville, FL Nature of the Business: Board Member/Officer/Director Position/Title: Officer - Treasurer Investment Related: No Start Date: 08/29/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: just joined the Board of Directors for the Arlington Council. I will join committees that take action on different fronts. For instance, there is a committee for new members, education, etc. As of 11/20 I have been voted Treasurer. 4. Name of Business : UF Alumni Association: Gator Club of Jacksonville Address: Jacksonville, FL Nature of the Business: Non Profit Org. - Founder/Leadership Position/Title: Non Profit Org. - Founder/Leadership Investment Related:No Start Date: 7/02/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: President-Elect Member of the Board of Directors

Exams

• S66 Uniform Combined State Law Examination
  2018-06-19
• S63 Uniform Securities Agent State Law Examination
  2018-01-26

Other Names

• Willaim Hosea Shepard Iv
• William H Shepard
• Will Shepard