Janet Sherry, financial advisor Wall Township NJ

Janet Sherry

CRD Number: 2852367
Current Firm: Arkadios Wealth Advisors

Janet Sherry (CRD# 2852367) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Wall Township, NJ and has over 27 years of experience in the finance industry. Janet Sherry 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.

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Professional Designations
Company Name Location Dates Years
Arkadios Capital Atlanta, GA Apr 2019 - Current 4
Arkadios Wealth Atlanta, GA Apr 2019 - Current 4
Triad Advisors, Inc. Norcross, GA Mar 2014 - Apr 2019 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
Contact Info for Janet S. Sherry
Phone Number: 404-445-0035
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
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
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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