TrueAdvisor
TrueAdvisor
JC
JC

Jennifer Marie Charobee

Shepherd Kaplan LLC
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Shepherd Kaplan LLC
Compensation
N/A
Firm Size
18 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$9.4B

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only

Location

Oakland Park, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Shepherd Kaplan LLC
November 2020 - Present · 5 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2019 - September 2020 · 1 yr 6 mos
One Charles Private Wealth
January 2019 - September 2020 · 1 yr 8 mos
Sentinel Pension Advisors INC
June 2016 - September 2018 · 2 yrs 3 mos
Sentinel Securities, INC.Broker
February 2015 - September 2018 · 3 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.