Jarrod Andrew Sherman

Current Employers

Strategic Planning Group, Inc.

57 River Street #306, Wellesley, MA 02481 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2019-01-07
MA	RA	APPROVED	2011-05-23

NH RA
APPROVED

Since 2019-01-07
MA RA
APPROVED

Since 2011-05-23

Branch Locations

57 River Street Suite 306, Wellesley, MA 02481 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Strategic Planning Group Inc	Needham	MA	09/2000	Present

09/2000 → Present

Strategic Planning Group Inc

Needham, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-05-06
S63	Uniform Securities Agent State Law Examination	1997-04-15

S65 Uniform Investment Adviser Law Examination

2011-05-06
S63 Uniform Securities Agent State Law Examination

1997-04-15

View on SEC IAPD

Current Employers

Strategic Planning Group, Inc.

Disclosures

Employment History

Exams

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