Jason Sherman is a registered investment advisor at Ifc, based in Lake Saint Louis, MO, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,050 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. Independent manager fees are paid by IFC.
Fee Estimator
Location
3401 Technology Dr., Ste 160, Lake Saint Louis, MO, 63367
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an independent insurance agent selling fixed insurance products since 2016, dedicating full-time hours to this activity. He is also a co-owner of Spectrum Retirement Solutions LLC, a financial and insurance services company, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Ifc
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.