Jon Mark Shepherd
Professional Summary
Jon Mark Shepherd, who also goes by Jon M Shepherd, Mark M. Shepherd, Mark Shepherd, was a registered financial advisor. Jon was a previously registered financial professional and started their career in finance 1997 - 2022. Jon had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jon M Shepherd, Mark M. Shepherd, Mark Shepherd
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
GREEN HILL CAPITAL MANAGEMENT | GREEN HILL CAPITAL MANAGEMENT LLC
Contact Information
Main Address
875 N. Main St Suite 103, Mansfield, TX 76063Mailing Address
P.o. Box 170372, Arlington, TX 76003Phone Number
(888) 326-6026# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
57AUM (Assets Under Management)
$5,300,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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