LPL Financial
47yrs
Top 1% by experience in West Des Moines
15yrs
Jarrett Sheets
Financial advisor at Cerity Partners
Jarrett Sheets has worked in the financial industry for 15 years and is a fiduciary financial advisor based in West Des Moines, Iowa. Jarrett has been with Cerity Partners since 2026; before that, Jarrett spent three years at Integrity Alliance and two years at VSR Financial Services. Jarrett holds the CFP® designation.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 60% of advisors at Cerity Partners
Office5058 Grand Ridge Drive, West Des Moines, IA 50265
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2026 – nowCerity Partners LLCCurrent firm
- Oct 2026 – nowCerity Partners Retirement Plan ConsultantsCurrent
- 2019 – nowGilbert & Cook, Inc.Current
- 2016 – 2019Integrity Alliance, LLC.Previously
- Sep 2014 – Jun 2016VSR Financial Services, Inc.Previously
- May 2013 – Sep 2014Voya Financial Advisors, Inc.Previously
Questions to ask Jarrett
Tailored to Jarrett’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jarrett
How do I contact Jarrett?
Call Cerity Partners at (212) 850-4260 and ask for Jarrett Sheets. Jarrett works from the West Des Moines, IA office.
How long has Jarrett been a financial advisor?
Jarrett has been in the industry since 2012, about 15 years. More experience than 60% of advisors at Cerity Partners.
What licenses does Jarrett hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jarrett a fiduciary?
Jarrett is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jarrett paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jarrett for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in West Des Moines
UBS Financial Services
47yrs
Top 1% by experience in West Des Moines
LPL Financial
46yrs
Top 1% by experience in Iowa
Primerica Advisors
46yrs
Top 1% by experience in Iowa
LPL Financial
45yrs
Top 1% by experience at LPL Financial