Jonathan R. Sherrod
Professional summary
Jonathan Robert Sherrod, CFP®, who also goes by Jonathan Sherrod, was a registered financial advisor .
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathan had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2019
Experience
August 10, 2026 - Present
May 12, 2022 - August 4, 2026
FISHER INVESTMENTS
April 9, 2018 - May 11, 2022
CHARLES SCHWAB & CO., INC.
April 9, 2018 - May 11, 2022
CHARLES SCHWAB & CO., INC.
December 19, 2017 - March 29, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 19, 2017 - March 29, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 11, 2017 - November 28, 2017
ARVEST WEALTH MANAGEMENT
July 10, 2017 - November 28, 2017
ARVEST WEALTH MANAGEMENT
January 9, 2017 - July 11, 2017
SCOTTRADE INVESTMENT MANAGEMENT
March 21, 2016 - July 11, 2017
SCOTTRADE, INC.
May 19, 2015 - January 27, 2016
STATE FARM VP MANAGEMENT CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/10/2026)
Exams
Current firm
No current employment
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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