Advisor at Lasting Mark Retirement Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lasting Mark Retirement Group LLC
Location
Nacogdoches, TX 75964
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
Jarrod Null is a CFP® professional with 13 years of industry experience, currently serving at Lasting Mark Retirement Group LLC. His prior experience includes roles at SageGuard Financial Group, Confidently Retired, Alphastar Capital Management, and Pineywoods Financial Services. He serves on the board of directors for D&M Water Supply in Douglass, TX, a volunteer position. Lasting Mark Retirement Group LLC provides combined portfolio management and financial planning services to individual and high-net-worth clients, employing a long-term investment approach based on modern portfolio theory and tailored risk profiles. The firm operates multiple offices with a five-advisor team and offers fixed annual planning packages alongside periodic retirement seminars open to the public.
Based on Lasting Mark Retirement Group LLC
Based on Lasting Mark Retirement Group LLC
Fixed yearly fees for planning packages ranging from $500 to $15,000 depending on package level and assets under management.
$0 - $100,000: $100,001 - $300,000: $300,001 - $500,000: $500,001 - $1,500,000: $1,500,001+: $5,000 - $499,999: 1.15% $500,000 - $999,999: 0.90% $1,000,000+: 0.65%
Fee-only: Negotiated fixed fees between $500 and $15,000 annually for portfolio management and financial planning combined, based on asset levels and complexity.
2400 N. Stallings Dr Suite 402
Nacogdoches, TX 75964
Texas
Lasting Mark Retirement Group LLC
2025 - Present (1 year)
SageGuard Financial Group, LLC d/b/a Confidently Retired
2024 - 2025 (1 year)
Confidently Retired
2024 - 2026 (2 years)
SageGuard Financial Group, LLC
2022 - 2025 (3 years)
Alphastar Capital Management LLC
2021 - 2023 (2 years)
Sageguard Investment Advisory Services
2012 - 2021 (9 years)
Pineywoods Financial Services
2008 - 2024 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Nacogdoches, TX
Uptick Partners, LLC
Series 63, Series 66
Nacogdoches, TX
Parkway Wealth Management Group, LLC
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
Series 63, Series 66
Nacogdoches, TX
Parkway Wealth Management Group, LLC
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
CFP®, Series 63, Series 66
Nacogdoches, TX
Uptick Partners, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")