Jason Shepard has been an investment adviser representative at VCI Wealth Management since July 2023, and is not listed among the firm’s executive officers or direct owners.
Vci Wealth Management LLC is a Saint Louis, MO firm with $435M under management, 1,686 clients and 23 advisers in one office, as of its May 2026 filing.
Jason Shepard’s longest registration was 4 years at Wells Fargo Clearing Services, LLC (2018–2023). Before joining VCI Wealth Management in 2023, Jason Shepard was registered through Wells Fargo Clearing Services, LLC.
- Wells Fargo Clearing Services, LLC– · 4 yearsFrisco, TX · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Jason Shepard is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Washington, in August 2024.
- TexasSince 4 July 2023
- WashingtonSince 29 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2018 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 March 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 February 2015 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Allen Shepard
- CRD
- 6439789
- Firm
- VCI Wealth Management · CRD 324833
- Office
- Gig Harbor, WA
- Registration
- Investment adviser registration
- In the industry since
- May 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Shepard work?
Jason Shepard is an investment adviser representative registered through Vci Wealth Management LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jason Shepard a financial advisor?
Yes. Jason Shepard has a current investment-adviser registration in Texas and Washington, through VCI Wealth Management since July 2023.
How many years of experience does Jason Shepard have?
Jason Shepard has 11 years in the financial industry, since May 2015, across 2 adviser firms.
What exams has Jason Shepard passed?
Jason Shepard has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in February 2015. FINRA credited Jason Shepard with the SIE, which began in October 2018.
Where did Jason Shepard work before VCI Wealth Management?
Before VCI Wealth Management, Jason Shepard was registered through Wells Fargo Clearing Services, LLC, August 2018 to April 2023.
Where is Jason Shepard based?
Jason Shepard’s registered office is in Gig Harbor, WA.
Is Jason Shepard registered with FINRA?
No. Jason Shepard has no current broker registration.
How can I verify Jason Shepard’s record?
Search CRD 6439789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Shepard’s full registration record.