Jarrod McKee, financial advisor Greenville OH

Jarrod McKee

CRD Number: 5536988
Current Firm: Osaic Wealth, Inc.

Jarrod McKee (CRD# 5536988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, OH and has over 13 years of experience in the finance industry.

Similar Advisors
Nathaniel Abney, financial advisor Greenville OH
Nathaniel A. Abney
CRD# 4903661
Fifth Third Securities, Inc.
Similar Advisors
Kevin Addington, financial advisor Greenville OH
Kevin G. Addington
CRD# 2756288
Edward Jones
Similar Advisors
Annette Alexander, financial advisor Greenville OH
Annette R. Alexander
CRD# 4128137
Osaic Wealth, Inc.
Company Name Location Dates Years
Osaic Wealth, Inc. Wabash, IN Nov 2018 - Current 5
Vertex Pharmaceuticals Caregiver Advisory Boston, MA Aug 2014 - Current 9
Investment Center At Crossroads Bank Wabash, IN Jul 2010 - Current 13
Signator Investors, Inc. Wabash, IN May 2016 - Nov 2018 2
Snow Companies Williamsburg, VA Jun 2015 - Aug 2016 1
Transamerica Financial Advisors, Inc. Wabash, IN Jul 2010 - May 2016 5
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: 800-821-5100 EXT. 5389
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.