Jay Shepherd
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-643-5979Financial credentials
- Series 7, 9, 10, 24, 53, 66 Securities Licenses
Experience
28 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Investment Counselor, Fisher Investments, 2024-2024
- Sr Manager - Income & Wealth Solutions, Charles Schwab, 2020-2024
- Sr Team Manager - Fixed Income, Charles Schwab, 2018-2020
- Principal - Financial Planning, First Command Financial Services, Inc, 2018-2018
- Fixed Income Sales Manager, TD Ameritrade, 2011-2017