Jarrod
Sherman
Strategic Planning Group, Inc
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About this Advisor
Jarrod Sherman is a financial advisor based in Wellesley Hills, Massachusetts with a total of 12 years of industry experience. Sherman works at Strategic Planning Group, Inc. They have worked at Strategic Planning Group, Inc for their entire career. Sherman has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Massachusetts and New Hampshire. Strategic Planning Group, Inc is a firm based in Wellesley Hills, MA. It handles $172 million in assets under management among its 728 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 728 accounts, 28% are held by high-net-worth investors who have greater than $1 million in investable assets. The company performs a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the type of financial services provided. Fees billed by Strategic Planning Group, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Planning Group, Inc Brokerage Details
$172,061,704
3
728
$236,348
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jarrod Sherman Work History
Jarrod has been registered as a financial advisor for 12 years.*
Strategic Planning Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarrod Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Planning Group, Inc
Wellesley Hills, MA
Wellesley Hills, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
