Jarrett Sheets
Investment Adviser Representative at Gilbert & COOK, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jarrett Sheets is an investment adviser representative with Gilbert & COOK, Inc. in West Des Moines, IA, where they have been registered since 2019. They have worked in the securities industry since 2011 and have been registered with 4 firms, including Brokers Financial and VSR Advisory Services. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 18
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LONE WOLF Financial, LLCNov 2012 – Nov 2019Johnston, IA
- Brokers International Financial ServicesJun 2016 – Nov 2019Johnston, IA
- Gilbert & Cook, IncNov 2019 – Sep 2026West Des Moines, IA
- Cerity PartnersOct 2026 – no end date reportedNew York, NY
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Gilbert & COOK, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, financial planning, investment strategies, estate planning, retirement planning, business consultation and succession planning, divorce financial planning, and a complimentary Second Opinion Service. The firm uses its proprietary Financial Security Method® which includes a Design Meeting, Reality Check, Prosperity Plan, and Results Monitor.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 1
- Main office:
- West Des Moines, IA
- Founded:
- 1993
- SEC file number:
- 801-107546
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 4, 2026
View full firm profileOther advisors at Gilbert & COOK, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jarrett Sheets has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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