Andrew Jacob Sherman

Current Employers

Employment History

• 01/2003 → Present
  Raymond James Financial Services, Inc.
  Syracuse, UT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Syracuse, UT

Other Businesses

(1)Name of Business: MultiGen Wealth Address: 1317 S 2000 W, Syracuse, UT, 84075-6933, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/19/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: this is just the DBA/Marketing name for our practice (2)Name of Business: Sherman Legacy Properties Address: 1317 S 2000 W, Syracuse, UT, 84075, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own my office building for which my Trusted Advisor entity pays rent to my Sherman Legacy Properties entitiy (3)Name of Business: Trusted Advisors, Inc Address: 1317 S 2000 W, Syracuse, UT, 84075, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/27/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is just my s-corp for which I handle my finances

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-07
• S63 Uniform Securities Agent State Law Examination
  1999-08-26

Other Names

• Andrew Sherman