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Jonathan Michael Shepard

Charles Schwab & Co., Inc.

Franklin, TN

Buford, GA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-11-09
  • GA RA
    APPROVED
    Since 2021-11-09

Branch Locations

520 Cool Springs Blvd, Franklin, TN 37067 • United States

Buford, GA • 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
Td Ameritrade, Inc. Alpharetta GA 09/2014 02/2020
Commonwealth Financial Network Suwanee GA 02/2020 10/2021
Life Time Asset Management, Llc Suwanee GA 02/2020 10/2021
Charles Schwab & Co., Inc. Buford GA 10/2021 Present
Previous Registrations
  • 2020-02-06 → 2021-10-25
    Commonwealth Financial Network
    Johns Creek, GA
  • 2014-09-11 → 2020-02-06
    Td Ameritrade, Inc.
    Alpharetta, GA
    Buford, GA
    Omaha, NE
  • 2014-09-11 → 2020-02-06
    Td Ameritrade Investment Management, Llc
    Alpharetta, GA
    Buford, GA
  • 2014-06-18 → 2014-09-04
    Commonwealth Financial Network
    Johns Creek, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-28
  • S66 Uniform Combined State Law Examination
    2014-03-28
Designations
Other Names
  • Jonathan Shepard

View on SEC IAPD

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Other Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN
EQUITABLE ADVISORS, LLC · FRANKLIN, TN
ONEDIGITAL · Franklin, TN
ONEDIGITAL · FRANKLIN, TN
EDWARD JONES · FRANKLIN, TN
EFINANCIAL ALLIANCE, LLC · FRANKLIN, TN

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