Jay Shepherd

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-643-5979

Financial 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

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