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Jennifer Marie Charobee

Shepherd Kaplan LLC

Oakland Park, FL

Boston, MA

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Current Employers
Shepherd Kaplan Llc

53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-11-09
  • MA RA
    APPROVED
    Since 2020-11-09

Branch Locations

Oakland Park, FL • United States

53 State Street 23Rd Floor, Boston, MA 02109-2820 • 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
Sentinel Benefits & Financial Group Wakefield MA 09/2014 09/2018
One Charles Private Wealth Hingham MA 09/2018 09/2020
Purshe Kaplan Sterling Investments Albany NY 03/2019 09/2020
Shepherd Kaplan Llc Boston MA 09/2020 Present
  • 09/2014 → 09/2018
    Sentinel Benefits & Financial Group
    Wakefield, MA
  • 09/2018 → 09/2020
    One Charles Private Wealth
    Hingham, MA
  • 03/2019 → 09/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2020 → Present
    Shepherd Kaplan Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-28
S63 Uniform Securities Agent State Law Examination 2015-09-24
  • S65 Uniform Investment Adviser Law Examination
    2016-04-28
  • S63 Uniform Securities Agent State Law Examination
    2015-09-24
Other Names
  • Jennifer Marie Stickney

View on SEC IAPD

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