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Jarrod Andrew Sherman

STRATEGIC PLANNING GROUP, INC.·WELLESLEY, Massachusetts
Series 6, Series 7, Series 24, Series 63, Series 6515 years registeredSTRATEGIC PLANNING GROUP, INC.
57 RIVER STREET, WELLESLEY, MA 02481CRD# 2868422Firm CRD# 124855

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jarrod Andrew Sherman · WELLESLEY, MA
Registration
CRD #2868422 · STRATEGIC PLANNING GROUP, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC PLANNING GROUP, INC.
May 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · May 23, 2011
Years registered · 15
03

Disclosure History

2019Regulatory·Final
2019Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
STRATEGIC PLANNING GROUP, INC.
CRD 124855 · SEC 801-72178
AUM
$184M
Regulatory assets under management
Employees
3
722 client accounts
Services offered by STRATEGIC PLANNING GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC PLANNING GROUP, INC. →
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05

Frequently Asked Questions

What services does Jarrod Andrew Sherman offer?
Jarrod Andrew Sherman specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Jarrod Andrew Sherman's credentials?
Jarrod Andrew Sherman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jarrod Andrew Sherman located?
Jarrod Andrew Sherman is based in WELLESLEY, Massachusetts, working with STRATEGIC PLANNING GROUP, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Jarrod Andrew Sherman charge for services?
Jarrod Andrew Sherman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC PLANNING GROUP, INC.?
STRATEGIC PLANNING GROUP, INC. has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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