Unclaimed Profile

Sherman Paine Macdaniel

ROGER H. JENSWOLD & CO., INC.·HOUSTON, Texas

Series 000, Series 1, Series 3, Series 8, Series 24, Series 63Clean record32 years registeredROGER H. JENSWOLD & CO., INC.

3700 WEST SAM HOUSTON PARKWAY SOUTH, HOUSTON, TX 77042CRD# 315694Firm CRD# 107484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sherman Paine Macdaniel · HOUSTON, TX

Registration

CRD #315694 · ROGER H. JENSWOLD & CO., INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROGER H. JENSWOLD & CO., INC.

ROBINSON VALUE MANAGEMENT, LTD.

Aug 2014 – Nov 2022

SAN ANTONIO, TX

CAPSTONE ASSET MANAGEMENT COMPANY

Jan 2013 – Jul 2014

HOUSTON, TX

ROGER H. JENSWOLD & CO., INC.

Mar 1994 – Dec 2012

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 000

Series 1

Series 3

Series 8

Series 24

Series 63

Registration record

First registered · March 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROGER H. JENSWOLD & CO., INC.

CRD 107484 · SEC 801-43638

AUM

$78M

Regulatory assets under management

Employees

77 client accounts

Services offered by ROGER H. JENSWOLD & CO., INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ROGER H. JENSWOLD & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Sherman Paine Macdaniel offer?

Sherman Paine Macdaniel specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Sherman Paine Macdaniel's credentials?

Sherman Paine Macdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherman Paine Macdaniel located?

Sherman Paine Macdaniel is based in HOUSTON, Texas, last registered with ROGER H. JENSWOLD & CO., INC..

How does Sherman Paine Macdaniel charge for services?

Sherman Paine Macdaniel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROGER H. JENSWOLD & CO., INC.?

ROGER H. JENSWOLD & CO., INC. has approximately 1 employees and manages $78M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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