Jennifer
Stickney

Shepherd Kaplan LLC

CRD#6415132
Investment Advisor
in Boston, MA

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About this Advisor

Jennifer Stickney is a financial advisor who works out of Boston, Massachusetts who has 3 years of relevant experience. Stickney is currently employed by Shepherd Kaplan LLC. Stickney has gained experience at One Charles Private Wealth, Purshe Kaplan Sterling Investments, Shepherd Kaplan LLC, Sentinel Benefits & Financial Group and Jp Morgan. Stickney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Shepherd Kaplan LLC is a registered investment company operating out of Boston, MA. It handles $8 billion in total assets among its 1,140 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. Fee types billed by Shepherd Kaplan LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Others

Office Location

53 State Street 23Rd Floor
Boston, MA 02109-2820

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Shepherd Kaplan LLC Brokerage Details

Total Assets Under Management

$7,629,797,085

MA Average: $16,012,751,954
Total Number of Employees

42

MA Average: 118
Total Number of Accounts

1,140

MA Average: 4,567
Average Account Size

$6,692,804

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jennifer Stickney Work History

Jennifer has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Shepherd Kaplan LLC

2019 - 2020 (1 year)

Purshe Kaplan Sterling Investments

2018 - 2020 (2 years)

One Charles Private Wealth

2014 - 2018 (4 years)

Sentinel Benefits & Financial Group

2008 - 2014 (6 years)

Jp Morgan

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Stickney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shepherd Kaplan LLC

David Perlin
Boston, MA
Eric Collea
Boston, MA
John Bosco
Boston, MA
Richard Blair
Boston, MA
Sean Flaherty
Boston, MA
Joseph Armisto
Brewster, NY
Kevin Flannery
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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