Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Sherrod is a financial advisor with over 6 years of experience in the financial services industry. Jonathan holds both Series 66 and Series 63 licenses and has passed the SIE, Series 7 and Series 6 exams. Jonathan specializes in providing financial planning and portfolio management services for individuals, businesses, investment companies and pooled investment vehicles. Jonathan is currently registered with Fisher Investments and has previously held positions with Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Arvest Wealth Management, Scottrade, Inc., and State Farm VP Management Corp. Jonathan is a Certified Financial Planner. Jonathan's primary office location is in Plano, Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IA
05/12/2022 - Present
Fisher Investments (Grimes IA)
IA
04/09/2018 - 05/11/2022
CHARLES SCHWAB & CO., INC. (West Des Moines IA)
AR
12/19/2017 - 03/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTH LITTLE ROCK AR)
AR
07/10/2017 - 11/28/2017
ARVEST WEALTH MANAGEMENT (LITTLE ROCK AR)
AR
03/21/2016 - 07/11/2017
SCOTTRADE, INC. (LITTLE ROCK AR)
IL
05/19/2015 - 01/27/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 01/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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