Michael Shepard

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-09-14
NH	RA	APPROVED	2017-09-01

TX RA
APPROVED_RES

Since 2022-09-14
NH RA
APPROVED

Since 2017-09-01

Branch Locations

Merrimack, NH • United States

395 Daniel Webster Hwy Unit 4, Merrimack, NH 03054 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	07/2017	Present
Trader Joe's	Nashua	NH	07/2012	07/2017

07/2017 → Present

Edward Jones

St. Louis, MO
07/2012 → 07/2017

Trader Joe's

Nashua, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-28

S66 Uniform Combined State Law Examination

2017-08-28

Designations

Certified Financial Planner

Other Names

Michael Christopher Shepard

View on SEC IAPD