Jonathan Sherrod (CRD# 6457387) is an Investment Advisor Representative working at Fisher Investments in Grimes, IA and has over 8 years of experience in the finance industry. Jonathan Sherrod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Camas, WA | May 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Des Moines, IA | Apr 2018 - May 2022 | 4 |
| Charles Schwab Bank | Des Moines, IA | Apr 2018 - May 2022 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Little Rock, AR | Dec 2017 - Mar 2018 | < 1 |
| Bank Of America, N.a. | North Little Rock, AR | Dec 2017 - Mar 2018 | < 1 |
| Arvest Wealth Management | Little Rock, AR | Jul 2017 - Nov 2017 | < 1 |
| Scottrade | Little Rock, AR | Jan 2016 - Jul 2017 | 1 |
| Brian Maddox Insurance Agency | Searcy, AR | Jun 2014 - Jan 2016 | 1 |
| State Farm Insurance | Searcy, AR | Jun 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- IA
- TX
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Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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
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