Jason L Sherman
Investment adviser representative at Ifc
14 yearsExperience
2 statesRegistered in
$173.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- IfcAug 2022 to now
- Ifc and Insurance Marketing, Inc.Aug 2022 to now
- Spectrum Retirement Solutions LLCMay 2012 to now
- Cetera Advisor Networks LLCJun 2021 to Aug 2022
- Voya Financial AdvisorsDec 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Ifc
Legal name: Ifc and Insurance Marketing, Inc.
$173.5MAssets managed
1,050Clients
8Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6712693
- Firm CRD
- 283976