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Jason Edward Shepherd

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC

Charlotte, NC

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-06
NC RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-04-06
  • NC RA
    APPROVED
    Since 2026-02-23

Branch Locations

9923 Rea Rd, Charlotte, NC 28277 • United States

301 S Kings Dr, Charlotte, NC 28204 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 01/2023 Present
Mr Cooper Chandler AZ 08/2021 11/2022
Santander Consumer Usa Mesa AZ 09/2020 08/2021
Currency Capital Scottsdale AZ 04/2018 08/2020
Bridgecrest Mesa AZ 07/2016 04/2018
Bank Of America, N.A. Charlotte NC 03/2026 Present
  • 01/2023 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 08/2021 → 11/2022
    Mr Cooper
    Chandler, AZ
  • 09/2020 → 08/2021
    Santander Consumer Usa
    Mesa, AZ
  • 04/2018 → 08/2020
    Currency Capital
    Scottsdale, AZ
  • 07/2016 → 04/2018
    Bridgecrest
    Mesa, AZ
  • 03/2026 → Present
    Bank Of America, N.A.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-01
  • S66 Uniform Combined State Law Examination
    2025-11-01
Other Names
  • Jason Edward Pickett

View on SEC IAPD

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