Jason Sherman has been an investment adviser representative at Ifc and Insurance Marketing since August 2022, and is not listed among the firm’s executive officers or direct owners. Jason Sherman studied at American Inter-Continental University.
Ifc and Insurance Marketing, Inc. is an Auburn, CA firm with $173M under management, 1,050 clients and 7 advisers across 4 offices, as of its June 2026 filing.
Jason Sherman is Financial Advisor / Life & Health Insurance Agent of Spectrum Retirement Solutions. He co-founded Spectrum Retirement Solutions in 2012. He has been in the industry for more than 18 years.
Jason Sherman’s longest registration was 4 years at Voya Financial Advisors, Inc. (2017–2021). Before joining Ifc and Insurance Marketing in 2022, Jason Sherman was registered through Cetera Advisor Networks LLC and Voya Financial Advisors, Inc.
- Cetera Advisor Networks LLC– · 1 yearLake Saint Louis, MO · Adviser representative · Firm CRD 13572
- Voya Financial Advisors, Inc.– · 4 yearsLake Saint Louis, MO · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
Jason Sherman is registered as an investment adviser representative in 2 states. Each was approved in August 2022.
- MissouriSince 26 August 2022
- TexasSince 26 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 December 2016 |
| Series 7 | General Securities Representative Examination | 18 November 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason L Sherman
- CRD
- 6712693
- Firm
- Ifc and Insurance Marketing · CRD 283976
- Office
- 3401 Technology Dr., STE 160, Lake Saint Louis, MO 63367
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- spectrumretirementsolutions.com
Where does Jason Sherman work?
Jason Sherman is an investment adviser representative registered through Ifc and Insurance Marketing, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jason Sherman a financial advisor?
Yes. Jason Sherman has a current investment-adviser registration in Missouri and Texas, through Ifc and Insurance Marketing since August 2022.
How many years of experience does Jason Sherman have?
Jason Sherman has 9 years in the financial industry, since November 2016, across 3 adviser firms.
What exams has Jason Sherman passed?
Jason Sherman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2016. FINRA credited Jason Sherman with the SIE, which began in October 2018.
Where did Jason Sherman work before Ifc and Insurance Marketing?
Before Ifc and Insurance Marketing, Jason Sherman was registered through Voya Financial Advisors, Inc., January 2017 to June 2021.
Where is Jason Sherman based?
Jason Sherman’s registered office is in Lake Saint Louis, MO.
Is Jason Sherman registered with FINRA?
No. Jason Sherman has no current broker registration.
How can I verify Jason Sherman’s record?
Search CRD 6712693 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Sherman’s full registration record.
