Jacob Colton Wade

Employer firm

Shepherd Advisory LLC CRD 341190

1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FRACTIONAL FAMILY OFFICE AND PERSONAL CFO SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 12/2025
  J.P. Morgan Securities Llc
  Dallas, TX
• 07/2022 → 12/2025
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 05/2021 → 07/2021
  Kpmg
  Rockwall, TX
• 05/2019 → 08/2019
  H&K International
  Mesquite, TX
• 08/2018 → 05/2022
  Baylor University
  Waco, TX
• 05/2018 → 12/2018
  American Golf Corporation
  Heath, TX
• 06/2022 → 06/2022
  Unemployed
  Heath, TX
• 07/2012 → 04/2018
  Unemployed
  Heath, TX
• 02/2026 → Present
  Shepherd Advisory Llc
  Rockwall, TX

Previous Registrations

• 2022-10-07 → 2025-12-09
  J.P. Morgan Securities Llc
  Dallas, TX

Other Businesses

Business Name: Shepherd Advisory LLC Activity: Tax return preparation for advisory clients Description: Provides tax return preparation services for advisory clients as part of the Firm's Tier 3 Personal CFO retainer. Services are included within the advisory retainer and do not involve separate compensation. Activity is heaviest between January and April annually. Hours per month: Approximately 10-20 hours during tax season (January-April), minimal outside that period Compensation: No separate compensation - included in advisory retainer

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Other Names

• Jake Wade
• Jacob Colton Wade