This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SHEPHERD ADVISORY LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 7, 2022

First registration

Oct 7, 2022

Dual registered

no

Other names

Jake Wade|Jacob Colton Wade

IAPD individual key

7599666

• Occurred

  Dec 9, 2025
  Advisor changed firm

  Jacob Colton Wade left J.P. Morgan Securities Llc for Shepherd Advisory Llc (registered 2026-07-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6fab2b89-caed-a934-06fb-dfc005f7219e

First observed

Oct 7, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.