DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jarrett Sheets

Gilbert & Cook, Inc.independent RIAWest Des Moines, IaIA-onlyIAPD 5941866

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jarrett Tristan Sheets

At current firm

6 y

since Nov 22, 2019

In the industry

14 y

since Mar 15, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFP, CPFAreportedgilbertcook.comas printed on the bio page, Sep 16, 2026
Professional profile: gilbertcook.com/about/meet-our-team/advisors/jarret-sheetsreportedgilbertcook.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Gilbert & Cook, Inc. independent RIA current
since Nov 22, 2019 · West Des Moines, Ia
Integrity Alliance, LLC BD affiliated
Jun 30, 2016 to Nov 19, 2019 · Urbandale, Ia
Vsr Advisory Services former
Sep 9, 2014 to Jun 30, 2016 · Overland Park, Ks
Voya Financial Advisors, Inc. BD affiliated
May 14, 2013 to Sep 9, 2014 · Cedar Rapids, Ia

Moves

a registration end followed by a registration begin elsewhere

Integrity Alliance, LLC to Gilbert & Cook, Inc.
left Nov 19, 2019, registered Nov 22, 2019 (3 days) · RIA to RIA
Vsr Advisory Services to Integrity Alliance, LLC
left Jun 30, 2016, registered Jun 30, 2016 (0 days) · Other
Voya Financial Advisors, Inc. to Vsr Advisory Services
left Sep 9, 2014, registered Sep 9, 2014 (0 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address