Jessica
Sherman
Hantz Financial Services, Inc
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About this Advisor
Jessica Sherman is a chartered financial consultant who works in Southfield, Michigan who has 12 years of relevant experience. Sherman is an advisor for Hantz Financial Services, Inc. They have been employed by Hantz Financial Services, Inc for their entire career. Sherman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Colorado, Illinois, Kentucky, Michigan, North Carolina, Pennsylvania, South Carolina, Texas and Wisconsin. Hantz Financial Services, Inc is a financial advisory business based in Southfield, MI. It has offices in 19 locations and a total of 355 people on staff. It handles $5 billion in total assets between its 90,199 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 198 charities and foundations. Of its 90,199 customer accounts, just 5% are held by high-net-worth investors who have more than $1 million in investable assets. The firm offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually depend on the type of financial services. However, fee types charged by Hantz Financial Services, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hantz Financial Services, Inc Brokerage Details
$4,901,997,615
355
90,199
$54,346
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jessica Sherman Work History
Jessica has been registered as a financial advisor for 12 years.*
Hantz Financial Services
*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 Jessica 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 Hantz Financial Services, Inc
Southfield, MI
Taylor, MI
Ann Arbor, MI
Tecumseh, MI
Southfield, MI
Southfield, MI
Saginaw, MI
Clinton Township, MI
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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