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

Jonathan Robert Sherrod

Sherrod Wealth Managementstate registeredUrbandale, IaIA-onlyIAPD 6457387

Certified Financial Planner

Feed of 09/14/2026

Also filed as Jonathan Robert Sherrod

At current firm

0 y

since Aug 10, 2026

In the industry

11 y

since Jun 3, 2015 (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

Professional profile: linkedin.com/in/jonathan-sherrod?jobid=1234&lipi=urn%3Ali%3Apage%3Ad_jreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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

Sherrod Wealth Management state registered current
since Aug 10, 2026 · Urbandale, Ia
Fisher Investments independent RIA
May 12, 2022 to Aug 4, 2026 · Waukee, Ia
Charles Schwab & Co., Inc. national BD
Apr 9, 2018 to May 11, 2022 · Little Rock, Ar
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Dec 19, 2017 to Mar 29, 2018 · North Little Rock, Ar
Arvest Wealth Management independent RIA
Jul 11, 2017 to Nov 28, 2017 · Little Rock, Ar
Scottrade Investment Management former
Jan 9, 2017 to Jul 11, 2017 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Fisher Investments to Sherrod Wealth Management
left Aug 4, 2026, registered Aug 10, 2026 (6 days) · RIA to a state-registered adviser
Charles Schwab & Co., Inc. to Fisher Investments
left May 11, 2022, registered May 12, 2022 (1 days) · Affiliated broker-dealer or bank to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.
left Mar 29, 2018, registered Apr 9, 2018 (11 days) · Wirehouse to affiliated broker-dealer or bank
Arvest Wealth Management to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Nov 28, 2017, registered Dec 19, 2017 (21 days) · Other
Scottrade Investment Management to Arvest Wealth Management
left Jul 11, 2017, registered Jul 11, 2017 (0 days) · Other

Signals

Jonathan Robert Sherrod left Fisher Investments for Sherrod Wealth Management (registered 2026-08-10)
Aug 4, 2026 · Advisor changed firm · fact
Jonathan Robert Sherrod left Charles Schwab & Co., Inc. for Fisher Investments (registered 2022-05-12)
May 11, 2022 · Advisor changed firm · fact

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: STATE REGISTEREDderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address