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Jonathan Robert Sherrod

Sherrod Wealth Management

Urbandale, IA

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Current Employers
Sherrod Wealth Management

Urbandale, IA • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-08-10
  • IA RA
    APPROVED
    Since 2026-08-10

Branch Locations

Urbandale, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade Little Rock AR 01/2016 06/2017
Arvest Wealth Management Little Rock AR 07/2017 11/2017
Merrill North Little Rock AR 11/2017 03/2018
Charles Schwab Des Moines IA 04/2018 05/2022
Fisher Investments Camas WA 05/2022 07/2026
Sherrod Wealth Management Llc Johnston IA 07/2026 Present
  • 01/2016 → 06/2017
    Scottrade
    Little Rock, AR
  • 07/2017 → 11/2017
    Arvest Wealth Management
    Little Rock, AR
  • 11/2017 → 03/2018
    Merrill
    North Little Rock, AR
  • 04/2018 → 05/2022
    Charles Schwab
    Des Moines, IA
  • 05/2022 → 07/2026
    Fisher Investments
    Camas, WA
  • 07/2026 → Present
    Sherrod Wealth Management Llc
    Johnston, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-09
S63 Uniform Securities Agent State Law Examination 2015-06-03
  • S66 Uniform Combined State Law Examination
    2017-01-09
  • S63 Uniform Securities Agent State Law Examination
    2015-06-03
Designations
Other Names
  • Jonathan Robert Sherrod
  • Jonathan Sherrod

View on SEC IAPD

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