Jarrod McKee, financial advisor Greenville OH
93 score

Jarrod McKee

CRD Number: 5536988
Current Firm: Signator Investors, Inc.

Jarrod McKee (CRD# 5536988) is an Investment Advisor Representative working at Signator Investors, Inc. in Greenville, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Wabash, IN May 2016 - Current < 1
Snow Companies Williamsburg, VA Jun 2015 - Current 1
Vertex Pharmaceuticals Caregiver Advisory Boston, MA Aug 2014 - Current 2
Investment Center At Crossroads Bank Wabash, IN Jul 2010 - Current 6
Transamerica Financial Advisors, Inc. Wabash, IN Jul 2010 - Current 6
Sagamore Golf Club Noblesville, IN Apr 2010 - Jun 2010 < 1
Edward Jones Indianapolis, IN Jan 2010 - Apr 2010 < 1
Unemployed Indianapolis, IN Nov 2009 - Dec 2009 < 1
Sagamore Golf Club Noblesville, IN Apr 2009 - Nov 2009 < 1
Iupui (college) Indianapolis, IN Dec 2008 - Apr 2009 < 1
Northwestern Mutual Indianapolis, IN May 2008 - Nov 2008 < 1
Iupui (college) Indianapolis, IN Aug 2007 - May 2008 < 1
Broadmoor Country Club Indianapolis, IN Sep 2007 - Nov 2007 < 1
Harvey Industries Wabash, IN Jun 2007 - Aug 2007 < 1
Broadmoor Country Club Indianapolis, IN Aug 2006 - May 2007 < 1
Honeywell Golf Course Wabash, IN May 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jarrod C. McKee
Phone Number: 800-543-6611
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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