Cory Jason Shepard

Current Employers

Employment History

• 11/2005 → 02/2022
  Edward Jones
  St. Louis, MO
• 02/2022 → Present
  Raymond James Financial Services, Inc.
  Kirland, WA
• 02/2022 → Present
  Raymond James Financial Advisors, Inc.
  Kirkland, WA

Previous Registrations

• 2008-02-15 → 2022-02-25
  Edward Jones
  St. Louis, MO
  Redmond, WA
  North Bend, WA

Other Businesses

(1)Name of Business: Calmont Properties LLC Address: 5555 Lakeview Dr Ste 201, Kirkland, WA, 98033-7444, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 05/29/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Me and Keith Haller are forming a property holding LLC to buy a building that will house our business, Haller Shepard Capital Group. We will own and operate the building, it has 2 rental apartments and a professional office space for our business (2)Name of Business: Haller and Shepard Capital Group Address: 5555 Lakeview Drive, Kirkland, WA, 98033, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Owner, Human resources

Exams

• S66 Uniform Combined State Law Examination
  2008-02-01
• S63 Uniform Securities Agent State Law Examination
  2005-12-30

Other Names

• Cory J Shepard