Kelly Sherman
Advisor at Edward Jones
Updated today
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
Edward Jones
Location
Spotsylvania, VA 22553
Credentials
CFP®, Series 66
Industry experience
6 years
Expertise
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Demographic focus
Intergenerational Families
Work history
Edward Jones
2019 - Present (7 years)
Waterstone Mortgage
2018 - 2019 (1 year)
UnEmployed
2017 - 2018 (1 year)
VR Sam Real Estate
2013 - 2017 (4 years)
Spring Hill Real Estate
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Eric O
Series 66
Locust Grove, VA
Edward Jones
Jacob B
CFP®, Series 66
Fredericksburg, VA
Edward Jones
August A
Series 66
Fredericksburg, VA
Edward Jones
Yvette R
ChFC®, Series 66
Locust Grove, VA
Edward Jones
Jacob N
Series 66
Fredericksburg, VA
Merrill
Jacob Normand is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2019 and focuses on providing clients with comprehensive wealth management strategies tailored to their individual needs. Jacob works closely with clients to help them make informed decisions and develop plans that align with their goals. His areas of expertise include college education planning, personal retirement planning, small business strategies, socially responsible and values-based investing, ESG investing, and retirement income. Jacob holds a Bachelor's Degree from the University of Mary Washington and is a Personal Investment Advisor (PIA). He is fluent in English and French. Outside of his professional role, Jacob is involved in the community through his participation with the Spotsylvania County Little League, where he umpires baseball games. He also has personal interests in baseball, music, and writing.
Susan M
Series 66
Fredericksburg, VA
Edward Jones
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")