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JW

Jacob C. Wade

SHEPHERD ADVISORY
HEATH, TX
Some features on this profile are disabled
CRD#: 7599666
JW
Jacob Colton WadeSHEPHERD ADVISORY

Professional summary

Jacob Colton Wade, who also goes by Jacob Colton Wade, Jake Wade, is a registered financial advisor currently at SHEPHERD ADVISORY LLC located in Heath, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jacob Colton Wade | Jake Wade

Other business activities

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.
Business Name: Shepherd Advisory LLC Activity: Tax return preparation for advisory clients Description: Provides tax return preparation services for advisory clients as part of the Firm's Tier 3 Personal CFO retainer. Services are included within the advisory retainer and do not involve separate compensation. Activity is heaviest between January and April annually. Hours per month: Approximately 10-20 hours during tax season (January-April), minimal outside that period Compensation: No separate compensation - included in advisory retainer

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Colton Wade's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 28, 2026 - Present

SHEPHERD ADVISORY LLC

RIA
CRD#: 341190
HEATH, TX
Past

October 7, 2022 - December 9, 2025

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Dallas, TX
Past

August 18, 2022 - December 9, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Dallas, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/7/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/31/2022
Securities Industry Essentials Examination

Current Firm

SA
SHEPHERD ADVISORY LLC
SHEPHERD ADVISORY LLC

CRD#: 341190 / SEC#:

Texas
Registered Investment Advisory firm - (7/28/2026 Approved)
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Contact information

Main Address
Heath, TX
Mailing Address
Phone number
(972) 489-0460
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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.

Company Information

SHEPHERD ADVISORY LLC

CRD#: 341190Heath, TX

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