Jonathan
Sheperd
Verde Capital Management, Inc
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About this Advisor
Jonathan Sheperd is a financial advisor operating in Clarkston, Michigan with a total of 6 years of industry experience. Sheperd is on the advisory team at Verde Capital Management, Inc. Over the course of their career, they have held roles at Verde Capital Management, Village Cannery Of Vermont, University Of Chicago, University Of Notre Dame and University Of Cambridge. Sheperd has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Michigan. Verde Capital Management, Inc is a registered investment firm that has its headquarters in Clarkston, MI. It controls $376 million in assets among its 3,523 customer accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advice to two charitable organizations. Of its 3,523 client accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. Verde Capital Management, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types billed by Verde Capital Management, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Verde Capital Management, Inc Brokerage Details
$376,245,756
11
3,523
$106,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Jonathan Sheperd Work History
Jonathan has been registered as a financial advisor for 6 years.*
Verde Capital Management
Village Cannery Of Vermont
University Of Chicago
Verde Capital Management
University Of Notre Dame
University Of Cambridge
*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 Jonathan Sheperd 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 Verde Capital Management, Inc
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
Clarkston, MI
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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