Jarrod Bokhart Email and Phone Number
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
Siler Wealth Management
View- Website:
- silerwealth.com
- Employees:
- 5
-
Chief Executive OfficerPortfolio Tax And Accounting Llc Jul 2022 - PresentOrlando, Florida, United StatesFull Tax and Accounting Firm, CEO and Enrolled Agent
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Registered Investment AdvisorSiler Wealth Management Aug 2019 - PresentOrlando, Florida Area -
FounderInvested Educators Jun 2020 - PresentGreater Orlando
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Tax AdvisorSfg, Llc Jan 2022 - Jul 2022Orlando, Florida, United States
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Senior Financial ConsultantJb Financial Mar 2019 - Jun 2020Orlando, Florida
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Retirement RepresentativeDragon Financial Services Jul 2018 - Mar 2019Orlando, Florida Area
Jarrod Bokhart Skills
Jarrod Bokhart Education Details
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Public Health
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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