Investor Resources
44yrs
Top advisor by experience in Bothell
9yrs
Aaron Shepherd
Financial advisor at Edward Jones
Aaron Shepherd is a fiduciary financial advisor in Bothell, Washington, with 9 years in the industry. Aaron joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Aaron holds the CFP® designation.
One of 76 advisors with offices in Bothell, and one of 71 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office12100 NE 195th St #180, Bothell, WA 98011
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Aaron
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Aaron. 12100 NE 195th St #180Bothell, WA 98011Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Aaron
Tailored to Aaron’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Edward Jones at (314) 515-2000 and ask for Aaron Shepherd. Aaron works from the Bothell, WA office.
How long has Aaron been a financial advisor?
Aaron has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Aaron 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.
Other advisors nearby
LPL Financial
44yrs
Top 1% by experience in Washington
Ameriprise Financial Services
43yrs
Top 1% by experience in Washington
Raymond James Financial Services Advisors
41yrs
Top 3% by experience in Washington
Robert Bergstrom
39yrs
Top 4% by experience in Washington
LPL Financial
39yrs
Top 4% by experience in Washington