AJ
AJ

Andrew Michael Jarrett

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

302 Abbey Court, Alpharetta, GA, 30004

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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.

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Other Business ActivitiesSells Insurance

Andrew is a Client Service Advisor and involved in fixed insurance sales at Stearns Retirement Group, taking up most of his time and about 10% of his time, respectively. He also receives residual commissions from previous fixed annuity, fixed insurance, and life insurance sales and uses Retirement Income Source, LLC for marketing purposes.

Employment History
Current Registrations
Sound Income Strategies, LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.