Jeffrey
Sherman
Strive Asset Management
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About this Advisor
Jeffrey Sherman is a financial advisor based in Dublin, Ohio, working with Strive Asset Management. Jeffrey has previously held positions at New York State Teachers' Retirement System (Nystrs), State Farm Investment Planning Services, 2Ndvote Value Investments, Inc, Strive Asset Management, Rensselaer Polytechnic Institute, and University At Albany Suny. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Jeffrey is part of Strive Asset Management, which operates out of Dublin, Ohio. The firm has 45 employees and manages assets totaling $1.1 billion. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Strive Asset Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strive Asset Management Brokerage Details
$1,080,336,882
45
12
$90,028,074
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Jeffrey Sherman Work History
Strive Asset Management
2Ndvote Value Investments, Inc
State Farm Investment Planning Services
New York State Teachers' Retirement System (Nystrs)
Rensselaer Polytechnic Institute
University At Albany Suny
Disclosures
Please visit the SEC profile of Jeffrey 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 Strive Asset Management
Dublin, OH
Lagrange, IL
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
Dublin, OH
The content in this profile was updated by SmartAsset on 6/19/2024. 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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