Jackson Kerschen Shepard
Investment Adviser Representative at Northwestern Mutual Investment Services,llc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jackson Kerschen Shepard is an investment adviser representative with Northwestern Mutual Investment Services,llc in Overland Park, KS, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Copper Financial. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
- Broker:
1 state or territory
Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Copper FinancialMay 2023 – Mar 2026Lenexa, KS
- StudentAug 2018 – Mar 2023Manhattan, KS
- StudentAug 2014 – May 2018Lenexa, KS
- Mission Hills Country ClubMay 2017 – Aug 2018Mission Hills, KS
- Ryan GeorgeMar 2026 – Apr 2026Overland Park, KS
- Luckys BrewgrilleMay 2016 – Mar 2017Mission, KS
- Kansas State Mens BasketballJun 2021 – Jul 2021Manhattan, KS
- Ryan GeorgeApr 2026 – no end date reportedOverland Park, KS
- Northwestern Mutual Investment Services LLCApr 2026 – no end date reportedOverland Park, KS
- Northwestern Mutual Wealth Management CompanyApr 2026 – no end date reportedMilwaukee, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Northwestern Mutual Investment Services,llc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Overland Park, KS
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jackson Kerschen Shepard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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