Jarrod McKeeCRD 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 5 years of experience in the finance industry.
Sound Financial Investment Management, LLC
Cutter & Company, Inc.
Wells Fargo Advisors Financial Network, LLC
|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|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.