Why Jarman Financial Group of Wells Fargo Advisors?

When you choose Jarman Financial Group of Wells Fargo Advisors to serve as your trusted advisors, you select a team with 110 years of combined industry experience spanning several bear and bull markets.  Our experience enduring various market dynamics provides us with historical data to make experienced decisions.

Richard R. Jarman, Jr. is the Managing Director-Investments and a Senior Private Investment Management (PIM) Portfolio Manager of the Jarman Financial Group of Wells Fargo Advisors. Rich is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification requires rigorous training, examination, and continuing education, making it one of the most recognized certifications in the financial service industry.

The PIM1 program, once only available to high-net-worth individuals, provides you with flexibility in building and maintaining your portfolio by offering a diverse selection of investment choices.  

In addition to PIM, Jarman Financial utilizes several technical services with long-term track records of success in investment planning and portfolio management. These innovative services:

·         Provide our team with technical and monetary market indicators, enabling us to check the health of the markets as a guide in making sound investment decisions.

·         Allow us to create personalized investment plans with projected probability of success rates for retirement and other goals.

·         Offer a customized investment strategy designed to meet your individual objectives.

In addition to our responsive, personal service team, we draw on the vast resources of Wells Fargo Advisors and its affiliates while also utilizing an extended network of tax professionals, attorneys, and estate planners to help support your investment needs2.

Jarman Financial offers client-centric, analysis-based investment advice personalized to help you and your family achieve your financial goals and more. But we want to be more than your advisor… we want to be your partner in achieving the financial goals that allow you to focus on what matters most to you and your family.

1The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

 2Wells Fargo Advisors is not a legal or tax advisor.

We value our relationships...

We believe no two clients are the same, and purposefully manage accounts that differ in size and scope. We will always honor our relationship with you and take the time to know you personally.

We will take the time to listen...

Aside from providing honest guidance, we believe there is nothing more important we can do for our clients than to genuinely listen to you in every financial step.

Communication is essential...

Our goal is to work together to determine a comfortable schedule for reviews and meetings that fit your preferences.

Transparency is key...

We believe every client should understand the services associated with their account. We fully disclose all fees and/or commissions and provide clarity on the details of your portfolio.

Our priority is you...

You will receive prompt and professional attention to administrative issues throughout our relationship.