Jarrod Null is a CFP-designated registered investment advisor at Lasting Mark Retirement Group LLC, based in Nacogdoches, TX, with 13 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
Location
2400 N. Stallings Dr Suite 402, Nacogdoches, TX, 75964
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jarrod is an instructor with the American Financial Education Alliance (AFEA) since April 2022. This requires a few hours per week.
Employment History
Current Registrations
Lasting Mark Retirement Group LLC
Previous Registrations
Sageguard Financial Group, LLC
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
State Registrations1 state
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