Edward Jones
42yrs
Top advisor by experience in Bowling Green
9yrs
Kristopher Shepherd
Financial advisor at J.P. Morgan Securities
Kristopher Shepherd has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Bowling Green, Ohio. Kristopher has been with J.P. Morgan Securities since 2024; before that, Kristopher spent four years at Huntington Financial Advisors. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 24 advisors with offices in Bowling Green, and one of 19 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office101 S Main St, Bowling Green, OH 43402
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2020 – 2024The Huntington Investment CompanyPreviously
Contact Kristopher
(800) 999-2000Firm headquarters in New York, NY. Ask for Kristopher. 101 S Main StBowling Green, OH 43402Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Kristopher
Tailored to Kristopher’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kristopher
How do I contact Kristopher?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Kristopher Shepherd. Kristopher works from the Bowling Green, OH office.
How long has Kristopher been a financial advisor?
Kristopher has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Kristopher hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kristopher a fiduciary?
Kristopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kristopher paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Kristopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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