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Chief Compliance Officer · Strategic Planning Group, Inc.

Jarrod A. Sherman

CRD 2868422 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategic Planning Group, Inc., an SEC-registered wealth manager based in Wellesley, MA with $219 million in regulatory assets, lists Jarrod A. Sherman on its Form ADV as Chief Compliance Officer.

Firms and roles

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Jarrod’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jarrod’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.