Jarrod Hirschfeld
Jarrod Hirschfeld is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Toledo, OH, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3400 Executive Parkway, Suite 200, Toledo, OH, 43606
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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
Jarrod is an agent for Ameritas Life Insurance Company, offering term and universal life insurance products, and spends a few hours per week on this. He is also the President of Wilcox Financial/Wilcox Sports Mgmt and Wilcox Wealth, spending about a quarter to half of his time on Wilcox Wealth.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Wilcox Financial, INC.
Ameritas Investment Company, LLCBroker
Edward JonesBroker
State Registrations46 states
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