Morgan Stanley
46yrs
Top advisor by experience in Palo Alto
6yrs
Jacques Shepherd
Financial advisor at J.P. Morgan Securities
Jacques Shepherd is a fiduciary financial advisor in Palo Alto, California, with 6 years in the industry. After a year at UBS Financial Services, Jacques joined J.P. Morgan Securities in 2021, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 574 advisors with offices in Palo Alto, and one of 547 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3223 Hanover St Floor 01, Palo Alto, CA 94304
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- Dec 2020 – Oct 2021UBS Financial Services Inc.Previously
Contact Jacques
3223 Hanover St Floor 01Palo Alto, CA 94304Office · Get directions Firm main line(800) 999-2000Headquarters: J.P. Morgan Securities · New York, NY Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jacques
Tailored to Jacques’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 Jacques
How do I contact Jacques?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jacques Shepherd. Jacques works from the Palo Alto, CA office.
How long has Jacques been a financial advisor?
Jacques has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jacques hold?
Series 66. Tap any license on this page to see what it allows.
Is Jacques a fiduciary?
Jacques is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jacques paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jacques 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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