Jarrod Bokhart

Jarrod Bokhart Email and Phone Number

Registered Investment Advisor, Enrolled Agent @ Siler Wealth Management
longwood, florida, united states
Jarrod Bokhart's Location
Greater Orlando, United States
About Jarrod Bokhart

When I got started as a Financial Advisor 3 years ago, it was because I saw what another so-called “Advisor”, did to my mother’s portfolio. I grew up thinking that any Financial Advisor legally would always have to work in their client’s best interests. Unfortunately, that is not the case. I got my certifications and licenses to make me a Fiduciary and am legally obligated to put my client’s best interests before anything else. I came into the industry to make sure that everyone I could reach and work with, would get the best Financial Planning and Investment advice I could give. It is my goal to help my clients navigate retirement, manage their personal finances, and enjoy a life they’ve worked so hard to build.Jarrod Bokhart407-564-0500Jarrod@stockDR.comJarrod@investededucators.com

Jarrod Bokhart's Current Company Details
Siler Wealth Management

Siler Wealth Management

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Registered Investment Advisor, Enrolled Agent
longwood, florida, united states
Website:
silerwealth.com
Employees:
5
Jarrod Bokhart Work Experience Details
  • Portfolio Tax And Accounting Llc
    Chief Executive Officer
    Portfolio Tax And Accounting Llc Jul 2022 - Present
    Orlando, Florida, United States
    Full Tax and Accounting Firm, CEO and Enrolled Agent
  • Siler Wealth Management
    Registered Investment Advisor
    Siler Wealth Management Aug 2019 - Present
    Orlando, Florida Area
  • Invested Educators
    Founder
    Invested Educators Jun 2020 - Present
    Greater Orlando
  • Sfg, Llc
    Tax Advisor
    Sfg, Llc Jan 2022 - Jul 2022
    Orlando, Florida, United States
  • Jb Financial
    Senior Financial Consultant
    Jb Financial Mar 2019 - Jun 2020
    Orlando, Florida
  • Dragon Financial Services
    Retirement Representative
    Dragon Financial Services Jul 2018 - Mar 2019
    Orlando, Florida Area

Jarrod Bokhart Skills

Investment Advice Retirement Planning 401 Retirement Savings Plans Financial Planning 403 Retirement Savings Plan

Jarrod Bokhart Education Details

Frequently Asked Questions about Jarrod Bokhart

What company does Jarrod Bokhart work for?

Jarrod Bokhart works for Siler Wealth Management

What is Jarrod Bokhart's role at the current company?

Jarrod Bokhart's current role is Registered Investment Advisor, Enrolled Agent.

What schools did Jarrod Bokhart attend?

Jarrod Bokhart attended University Of South Florida.

What skills is Jarrod Bokhart known for?

Jarrod Bokhart has skills like Investment Advice, Retirement Planning, 401 Retirement Savings Plans, Financial Planning, 403 Retirement Savings Plan.

Who are Jarrod Bokhart's colleagues?

Jarrod Bokhart's colleagues are Chad E. Vergason, Cfp®, John Anthony Siler, Dagean Larsen, Justin Kenney.

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