Jason Sherwood (CRD# 5899859) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 6 years of experience in the finance industry.
CRD# 4837211
Barron Financial Group, LLP
Score
105
CRD# 5030137
Wealthshape LLC
Score
103
CRD# 1613589
Lpl Financial LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Dec 2014 - Current | 2 |
| Edward Jones | St Louis, MO | Mar 2011 - Dec 2014 | 3 |
| Csc Insurance Options | Belle Vernon, PA | Oct 2005 - Mar 2011 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- NC
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Total Assets Under Management580MILLIONS
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Total Number of Accounts2,901ACCOUNTS
-
Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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