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John Bartlett Shepard

ZWJ INVESTMENT COUNSEL INC·ATLANTA, Georgia
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75 14TH STREET NE, ATLANTA, GA 30309-7604CRD# 4371652Firm CRD# 110397
01

About

John Bartlett Shepard is a registered financial advisor based in ATLANTA, Georgia, affiliated with ZWJ INVESTMENT COUNSEL INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ZWJ INVESTMENT COUNSEL INC
ZWJ INVESTMENT COUNSEL INC
AUM
$3.5B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at ZWJ INVESTMENT COUNSEL INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4371652
Firm CRD# 110397
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Bartlett Shepard offer?
John Bartlett Shepard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are John Bartlett Shepard's credentials?
John Bartlett Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bartlett Shepard located?
John Bartlett Shepard is based in ATLANTA, Georgia, working with ZWJ INVESTMENT COUNSEL INC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does John Bartlett Shepard charge for services?
John Bartlett Shepard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZWJ INVESTMENT COUNSEL INC?
ZWJ INVESTMENT COUNSEL INC has approximately 19 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ZWJ INVESTMENT COUNSEL INC

Charles Lyndorf Abney
ATLANTA, GA
Glen Russell Carpenter
ATLANTA, GA
Bradford Sidney Johnston Young
ATLANTA, GA
Clayton Franklin Jackson
ATLANTA, GA
Emilie Dayan Hill
ATLANTA, GA
Kevin Chun Hsiang Yang
ATLANTA, GA

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Research
Advisor Fees in GeorgiaNational Fee Analysis
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