Jarrod Shane Hix

Waterloo Capital

22 Years of Experience

1 DisclosureMay Earn CommissionSells Insurance

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Areas of Practice

Investment ManagementHigh Net Worth

Waterloo Capital

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

2,088 clients

Average Client Portfolio

$808K average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

College Station, TX

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History

Regulatory History (1)

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Employment Separation After Allegations

August 2016

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Other Business ActivitiesSells Insurance

Jarrod is the club treasurer and secretary for the Rotary Club of Aggieland since 2018 and chairman of the Rotary District 5910 District Conference Planning Committee since 2024. He is also licensed to sell life and health insurance.

Employment History

Current Registrations

Waterloo Capital

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Element Retirement & Investment Consultants, L.L.C.

October 2016 - April 2025 · 8 yrs 6 mos

Wells Fargo Advisors, LLC

January 2008 - September 2016 · 8 yrs 8 mos

Wells Fargo Advisors, LLCBroker

January 2008 - September 2016 · 8 yrs 8 mos

A. G. Edwards & Sons, INC.

August 2003 - January 2008 · 4 yrs 5 mos

A. G. Edwards & Sons, INC.Broker

August 2003 - January 2008 · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.