Best Investors Account Sign in

John Franklin Sheppard

Strategic Advisers LLC

Westlake, TX

Farmersville, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Farmersville, TX • 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
Cracker Barrel Fort Worth TX 05/2022 05/2022
Cracker Barrel Wichita Falls TX 08/2019 02/2022
Door Dash San Francisco CA 08/2018 05/2022
Usps Humble TX 03/2005 05/2018
Fidelity Investments Westlake TX 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 05/2022
    Cracker Barrel
    Fort Worth, TX
  • 08/2019 → 02/2022
    Cracker Barrel
    Wichita Falls, TX
  • 08/2018 → 05/2022
    Door Dash
    San Francisco, CA
  • 03/2005 → 05/2018
    Usps
    Humble, TX
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-68861|OrgNmn:Door Dash|Org Addr:Francisco,California,US|OBA Nature:Food Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver Food|StrtDt:01-01-20|TotHrs/mon:20|TrdHrs/mon:0|OBA-125172|OrgNmn:Door Dash |Org Addr:San Franci,Texas,US|OBA Nature:Delivery Services |Invst Rel:N|Title:Independent Contractor|Duties:Delivery |StrtDt:11-16-25|TotHrs/mon:20|TrdHrs/mon:0|OBA-125173|OrgNmn:Uber Eats|Org Addr:San Franci,California,US|OBA Nature:Delivery |Invst Rel:N|Title:Driver |Duties:Delivery |StrtDt:11-16-25|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07
Other Names
  • John Franklin Sheppard
  • John Sheppard

View on SEC IAPD

Other Firms

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor