Jarrod Sherman, financial advisor Wellesley MA

Jarrod Sherman

CRD Number: 2868422
Current Firm: Strategic Planning Group, Inc.

Jarrod Sherman (CRD# 2868422) is an Investment Advisor Representative working at Strategic Planning Group, Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Planning Group Inc. Needham, MA Sep 2000 - Current 20
Qa3 Financial Corp Omaha, NE Jun 2002 - Feb 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S65 NASAA Investment Advisors Law Examination May 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jarrod A. Sherman
By the Numbers
  • Total Assets Under Management
    157
    MILLIONS
  • Total Number of Accounts
    1,001
    ACCOUNTS
  • Average Account Value
    $156,769
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MA, NH

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