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Alicia Shepherd

Edward Jones

Scottsdale, AZ

Onsted, MI

Remer, MN

CRD 6218114

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-17
AZ RA APPROVED 2014-09-22
  • TX RA
    APPROVED_RES
    Since 2018-12-17
  • AZ RA
    APPROVED
    Since 2014-09-22

Branch Locations

7373 E Doubletree Ranch Road Suite 100, Scottsdale, AZ 85258 • United States

Onsted, MI • United States

Remer, MN • 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
Good Samaritan Hospital Phoenix AZ 05/2006 Present
Edward Jones St Louis MO 09/2014 Present
  • 05/2006 → Present
    Good Samaritan Hospital
    Phoenix, AZ
  • 09/2014 → Present
    Edward Jones
    St Louis, MO
Other Businesses

BANNER GOOD SAM PHOENIX, AZ 85006 5/25/2007 NUCLEAR MEDICINE TECHNOLOGIST NON INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-07
  • S66 Uniform Combined State Law Examination
    2014-06-07
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Alicia Shepherd
  • Alicia Rachelle Shepherd

View on SEC IAPD

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Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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