Paladin Research Report For:
Jonathan Sherrod
Sherrod Wealth Management, LLC
About Jonathan Sherrod
Jonathan Sherrod is the founder of Sherrod Wealth Management, an independent financial advisory firm based in the Des Moines, Iowa, area, serving individuals and families throughout Iowa and Alabama.
As a CERTIFIED FINANCIAL PLANNER" professional (CFP®), Jonathan brings 11 years of experience working with large, established financial services firms. Throughout his career, he has developed extensive knowledge of investment management, retirement planning, and the financial challenges facing affluent individuals and families.
Jonathan founded Sherrod Wealth Management with a simple belief: successful individuals and families deserve personalized, transparent financial advice from someone who genuinely cares about their financial well-being.
Areas of Expertise
Jonathan's core competencies include:
Investment Management: Developing diversified investment portfolios aligned with clients' goals, risk tolerance, and financial circumstances.
Retirement Planning: Helping individuals prepare for retirement and develop strategies for sustainable retirement income.
Tax-Efficient Investing: Incorporating tax-loss harvesting, capital gains management, and tax-aware withdrawal strategies.
Retirement Income Planning: Coordinating portfolio distributions, Social Security decisions, and retirement account withdrawals.
Concentrated Stock Strategies: Helping investors evaluate concentrated positions, manage risk, and develop diversification strategies.
Estate & Legacy Planning: Coordinating with attorneys and tax professionals to align financial strategies with estate planning objectives.
Comprehensive Financial Planning: Integrating investments, retirement, taxes, insurance, and estate considerations into a coordinated financial strategy.
A Personalized Approach
Jonathan primarily works with affluent individuals and families, including retirees, corporate executives, physicians, business owners, and professionals. He particularly enjoys serving individuals with $1 million to $5 million in investable assets who are approaching retirement, transitioning into retirement, or seeking experienced investment guidance.
As the owner of a boutique, independent firm, Jonathan works directly with his clients, emphasizing accessibility, straightforward communication, and lasting relationships.
He believes effective financial planning requires more than investment knowledge. It requires understanding what matters most to people and helping them make confident, informed decisions.
Beyond the Office
Jonathan lives in the Des Moines area with his wife, MJ, and their two children, James and Ruth.
A graduate of Harding University, Jonathan enjoys meeting new people, traveling, strength training, spending time outdoors, and following Alabama Crimson Tide football.
His passion for adventure has taken him around the world, including studying abroad in South America, visiting Easter Island, exploring Europe, and working as a hiking guide in Rocky Mountain National Park.
Known for his outgoing personality and genuine interest in others, Jonathan believes strong relationships are built through authenticity, honest conversations, and mutual trust.
His philosophy is simple: A financial plan should serve the life someone wants to live, not the other way around.
General Information
Firm Start Year
- 2026
No. of Employees
- 1
CRD#
- 6457387
Firm CRD#
- 343674
States Licensed in
- IA, AL
Years of Experience in Financial Services
- 11
Number of Years with Current Firm
- 1
Work with the following types of clients
- Individual Investors
Advisory Services Provided
- Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning
Compliance
Registered Investment Advisor
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®
Securities Licenses
- Series 66
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Hourly, Flat Fee, Based on Assets
Fee % Based on Assets
- 1
Hourly Rate
- $500
Minimum Fee Charged for Managed Accounts
- $5000
Minimum Fee Charged for Hourly Planning Accounts
- $500
Education
Bachelor's Of Business Administration - Finance and Economics
Harding University
08/16/2010 -05/09/2014
Bachelor's Of Business Administration - Finance and Economics
Harding University
08/16/2010 -05/09/2014
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1894748/paladinregistry-Sherrod-Wealth-Management,-LLC-detailed-disclosure.html
Disclaimer
Sherrod Wealth Management LLC ( SWM ) is an independent registered investment adviser based in Iowa. Registration as an investment adviser does not imply a certain level of skill or training. Information provided through this profile is for general informational purposes only and should not be construed as personalized investment, legal, or tax advice, or as an offer to provide advisory services in any jurisdiction where SWM is not appropriately registered or otherwise exempt from registration requirements. Investment strategies involve risk, including the potential loss of principal. Past performance does not guarantee future results. No investment strategy or financial plan can guarantee success or eliminate investment risk. SWM provides investment management and financial planning services based on each clients individual circumstances, objectives, and financial needs. Legal and tax matters should be reviewed with appropriately qualified professionals. Additional information regarding SWMs services, fees, business practices, and potential conflicts of interest is available in the firms Form ADV Part 2A and other applicable disclosure documents, available upon request. For more information, visit www.sherrodwealth.com.
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