JH
CFP · ChFC
JH
CFP · ChFC

Jarrett Hindrew

21 Years of Experience
Atlanta, GA
Broker

Jarrett Hindrew is a CFP, ChFC-designated registered investment advisor at Synovus Securities, INC., based in Atlanta, GA, with 21 years of industry experience. Jarrett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
12,411 clients
Average Client Portfolio
$680K average
Assets Under Management
$8.4B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.46%
$500K - $1.0M1.36%
$1.0M - $2.0M1.26%
$2M+1.16%

Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

3400 Overton Park Drive, Atlanta, GA, 30339

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jarrett volunteers as a mentor for aspiring CFP professionals through the CFP Board. This is a volunteer role and requires minimal time.

Employment History
Current Registrations
Synovus Securities, INC.
March 2017 - Present · 9 yrs 7 mos
Synovus Securities, INC.Broker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2016 - February 2017 · 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - February 2017 · 9 mos
J.P. Morgan Securities LLC
October 2012 - January 2016 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2016 · 3 yrs 3 mos
Chase Investment Services CORP.
March 2011 - October 2012 · 1 yr 7 mos
Chase Investment Services CORP.Broker
March 2011 - October 2012 · 1 yr 7 mos
VALIC Financial Advisors, INC.
August 2008 - January 2011 · 2 yrs 5 mos
VALIC Financial Advisors, INC.Broker
April 2008 - January 2011 · 2 yrs 9 mos
Edward JonesBroker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations14 states
CODEFLGAILMDNCNJNYOHSCTXUTWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors