Thomas William Shepherd
Investment adviser representative at Investment Partners Asset Management
13 yearsExperience
1 stateRegistered in
$333.4MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Investment Partners Asset ManagementJun 2008 to now
- T.R. Winston & Company, LLCApr 2008 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Investment Partners Asset Management
$333.4MAssets managed
257Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4512250
- Firm CRD
- 121812