Unclaimed Profile

Jason Patrick Shepard

THE AYCO COMPANY, L.P.·COHOES, New York

SIE, Series 7, Series 9, Series 10, Series 11, Series 66Clean record5 years registeredTHE AYCO COMPANY, L.P.

100 COLISEUM DRIVE, COHOES, NY 12047CRD# 4771759Firm CRD# 106693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Patrick Shepard · COHOES, NY

Registration

CRD #4771759 · THE AYCO COMPANY, L.P. · 5 years registered

Brand Profile

Not yet started

Career History

GOLDMAN SACHS WEALTH SERVICES, L.P.

Jul 2021 – present

UNITED CAPITAL FINANCIAL ADVISORS

May 2022 – Nov 2023

Cohoes, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 11

Series 66

Registration record

First registered · July 11, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE AYCO COMPANY, L.P.

CRD 106693 · SEC 801-48238

AUM

$25.9B

Regulatory assets under management

Employees

1,792

46,004 client accounts

Services offered by THE AYCO COMPANY, L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE AYCO COMPANY, L.P. →

Introduction

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Frequently Asked Questions

What services does Jason Patrick Shepard offer?

Jason Patrick Shepard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COHOES, New York for a consultation.

What are Jason Patrick Shepard's credentials?

Jason Patrick Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Patrick Shepard located?

Jason Patrick Shepard is based in COHOES, New York, working with THE AYCO COMPANY, L.P.. Their office serves clients in the COHOES metropolitan area and surrounding communities.

How does Jason Patrick Shepard charge for services?

Jason Patrick Shepard's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE AYCO COMPANY, L.P.?

THE AYCO COMPANY, L.P. has approximately 1792 employees and manages $25.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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