Jennifer Marie Charobee
Investment adviser representative at Shepherd Kaplan LLC
12 yearsExperience
1 stateRegistered in
$10.2BFirm assets
22 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Shepherd Kaplan LLCSep 2020 to now
- Purshe Kaplan Sterling InvestmentsMar 2019 to Sep 2020
- One Charles Private WealthSep 2018 to Sep 2020
- Sentinel Benefits & Financial GroupSep 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Shepherd Kaplan LLC
$10.2BAssets managed
0Clients
14Advisers
22 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
- 6415132
- Firm CRD
- 128244