Stephen Kent Sherrod

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1990 → Present
  Raymond James Financial Services, Inc.
  San Angelo, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  San Angelo, TX
• 08/2009 → Present
  Westex Investment Services
  San Angelo, TX
• 08/2009 → Present
  West Texas Investment Services
  San Angelo, TX
• 11/2007 → Present
  Sherrod Farms
  San Angelo, TX
• 01/1997 → 03/2017
  S F And H
  San Angelo, TX
• 08/2010 → Present
  Not Provided
  San Angelo, TX

Other Businesses

(1)Name of Business: Address: 528 Country Club Road San Angelo, Texas 76904, San angelo, TX, 76904, United States Activity Type: Non profit Position/Title: Board Member, Officer - President Investment Related: No Start Date: 08/03/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: president (2)Name of Business: The Bank and Trust Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/04/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: investment advice (3)Name of Business: West Texas investment Services Address: 1420 Knickerbocker Rd, San Angelo, TX, 76904, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/04/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment advise

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-08-14

Other Names

• Steve Sherrod