Jonathan Shepard Email & Phone Number
Director, Wealth Management Coaching and Consulting @ Charles Schwab
5 free lookup(s).
No credit card required.
Jonathan Shepard Location
- Atlanta, GA, US
Jonathan Shepard Work
- 2021 - now Director, Wealth Management Coaching and Consulting @
- 2020 - 2021 Wealth Consultant @
- 2019 - 2020 Manager, Practice and Solutions Consultant @
- 2016 - 2019 Manager, Branch Model Evolution @
- 2014 - 2016 Senior Financial Consultant and Investment Consultant @
- 2002 - 2013 Medical Device Leadership and Business Development Roles @
Jonathan Shepard Education
- Georgia State University
Bachelor's Degree
1998 - 2002
Jonathan Shepard Skills
- FINRA
- Financial Modeling
- Investors
- ETFs
- Microsoft Excel
- Financial Goals
- Business Analysis
- Finance
- Money Guide Pro
- Series 66
- Asset Allocation
- Series 7
- Securities
- Mutual Funds
- Brokerage
Jonathan Shepard Summary
- Jonathan Shepard, based in Atlanta, GA, US, is currently a Director, Wealth Management Coaching and Consulting at Charles Schwab. Jonathan Shepard brings experience from previous roles at LifeTime Asset Management and LifeTime Tax Management and TD Ameritrade. Jonathan Shepard holds a 1998 - 2002 Bachelor's Degree @ Georgia State University. With a robust skill set that includes FINRA, Financial Modeling, Investors, ETFs, Microsoft Excel and more. Jonathan Shepard has 2 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jonathan Shepard?
Find contact details for 700 million professionals.
Others Named Jonathan Shepard
Jonathan Shepard
President - ABC Supply Branch Operations
Beloit, WI, US
Jonathan Shepard
Co-Founder
Chicago, IL, US
Jonathan Shepard
Operations Assistant
California, United States
Jonathan Shepard
Working Capital Financial Analyst
Charleston, SC, US
Top Charles Schwab Employees
Kathie Chao
Managing Director, Wealth Offers, Operations, and Strategy
San Francisco, CA, US
Chandra Stanley
Managing Director, Digital Marketing and Owned Channels
San Francisco, CA, US
Clyde Langley
Managing Director - Financial Crimes Risk Management
Cocoa Beach, FL, US
George Feil
Managing Director, Head of Technology Sourcing
Roanoke, TX, US
Andrea O'Toole
Managing Director and Deputy Chief Counsel
New York, NY, US
Keri Brewer
Managing Director, Talent Acquisition
Denver, CO, US
Christopher Johnson
Managing Director, Global Head of Trading
Jersey City, NJ, US
Andrew D'Anna
Chief Operating Officer, Retail
San Francisco, CA, US
Jon Beatty
Chief Operating Officer
Texas, United States
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co