JP
Jason Patrick Shepard
CRD 4771759
Firms
| Firm | Role | As of |
|---|---|---|
| Goldman Sachs Wealth Services, L.P. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Goldman Sachs Wealth Services, L.P.
Vice President, Secretary · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗