Jarrett T. Sheets

GILBERT & COOK

West Des Moines, IA 50265

Some features on this profile are disabled

CRD#: 5941866

Professional summary

Jarrett Tristan Sheets, CFP®, who also goes by Jarret Tristan Sheets, Jarrett Tristan Sheets, is a registered financial advisor currently at GILBERT & COOK, INC. located in West Des Moines, Iowa.

Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jarrett has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jarret Tristan Sheets | Jarrett Tristan Sheets

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JARRET SHEETS DBA GILBERT & COOK, INC.; INVESTMENT RELATED; 5058 GRAND RIDGE DRIVE, WEST Des Moines, IA 50322; FIXED AND TRADITIONAL INSURANCE; AGENT; BEGAN 11/2019; APROXIMATELY 2 HOURS PER MONTH INCLUDING DURING TRADING HOURS; FIXED AND TRADITIONAL INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Tristan Sheets's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

November 22, 2019 - Present

GILBERT & COOK, INC.

Office #1: 5058 Grand Ridge Drive, West Des Moines, IA 50265

RIA

CRD#: 283112

West Des Moines, IA

Past

June 30, 2016 - November 19, 2019

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Johnston, IA

Past

June 30, 2016 - November 19, 2019

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Johnston, IA

Past

September 9, 2014 - June 30, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

JOHNSTON, IA

Past

September 9, 2014 - June 30, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

JOHNSTON, IA

Past

May 14, 2013 - September 9, 2014

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

JOHNSTON, IA

Past

March 7, 2012 - September 9, 2014

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

JOHNSTON, IA

Past

July 4, 2011 - March 5, 2012

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA

Registered Investment Advisory firm - (4/14/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Iowa
(11/22/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/21/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/15/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/1/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/16/2012

General Securities Principal Examination

Current Firm

GILBERT & COOK, INC.

CRD#: 283112 / SEC#: 801-107546

RIA

Registered Investment Advisory firm - (4/14/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5058 Grand Ridge Drive, West Des Moines, IA 50265

Mailing Address

Phone number

(515) 270-6444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

WRAP BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,429
AUM (Assets Under Management)	$ 1,361,575,720

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/18/2024	Cover Page	Report
01/17/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Rajpreet Sangha

PRINCIPAL SECURITIES, INC.

IAR

Tracy, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jarrett T. Sheets

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jarrett Tristan Sheets's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

GILBERT & COOK, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/21/2013

Series 63

Date: 3/15/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2012

Series 6

Date: 7/1/2011

Series 24

Date: 4/16/2012

Current Firm

GILBERT & COOK, INC.

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GILBERT & COOK, INC.

TRUST BUT VERIFY

Similar Advisors