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JARED SHEPPARD
JARED THOMAS SHEPPARD, Jared Sheppard
CRD#: 7021722
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 15600 SOUTHWEST FREEWAY
SUGAR LAND, TX 77478
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 ALVIN, TX
Registration History
2018201920202021202220232024202520262 FIRMS2021 - Present (3 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2019 - 2021 (1 year)BAXA ADVISORS, LLC (CRD# 6627)2018 - 2019 (<1 year)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2020 - 2021 (<1 year)
License(s)

State Registrations

B
Hawaii 5/6/2021

B
Oklahoma 5/6/2021

B
Idaho 5/6/2021

B
Oregon 5/6/2021

B
Illinois 10/25/2024

B
Texas 4/30/2021

B
Louisiana 5/6/2021

IA
Texas 5/6/2021

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
15600 SOUTHWEST FREEWAY, SUGAR LAND, TX 77478
Registered with this firm since 5/6/2021

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
ALVIN, TX
Registered with this firm since 4/30/2021

Previous Registration(s)
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IA
06/22/2020 - 03/23/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Austin, TX
B
09/09/2019 - 03/23/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Austin, TX
B
11/05/2018 - 08/14/2019 AXA ADVISORS, LLC (CRD#:6627) AUSTIN, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.