Jarrod F. Hirschfeld

Jarrod joined Wilcox Financial and Wilcox Sports Management in 2006 as a Financial Advisor. Wilcox Financial and Wilcox Sports Management is a diversified financial services and consulting firm with a long tradition of excellence and growth. In 2017 he was named Executive Vice President, and in the 3 years following on December 18th, 2020, Jarrod was named President of Wilcox Financial and Wilcox Sports Management. 

Since joining Wilcox Financial in 2006 Jarrod has served clients in more than 44 states, specializing in tactical investment allocation, risk management, as well as business, retirement and estate planning. Jarrod leads Wilcox Financial’s equity and investment research team and serves high net worth families, as well as clients in numerous professions including corporate executives and professionals, closely held family businesses, football and basketball coaches, athletic directors and conference commissioners.  

INDUSTRY ACHIEVEMENTS AND EXPERIENCE 
Jarrod started in the investment business in 2003 with Edward Jones. Jarrod was also awarded the Accredited Asset Management Specialist Designation (AAMS) in 2006 and he regularly speaks on financial planning “best practices” around the nation.

RECOGNITION AND AWARDS

• The Culver Academies “Van Zandt Key” awarded for “positive moral influence” at Alma Mater (Culver Academies)
• Bowling Green State University, Leadership awards
• Ameritas “New Associate of The Year” award 
• ProMedica “Young Philanthropist of the Year” award (2019)
• Ameritas Advisory Services Wealth Management Excellence Award (2020, 2021, 2022 & 2023)
• Named Forbes / Shook Top Financial Security Professionals (2021)
• Named Forbes Best-In-State Wealth Advisor (2022 & 2023)
  
  CURRENT AND PREVIOUS LEADERSHIP, SERVICE, PHILANTHROPY

PAST AFFILIATIONS / BOARDS 

• Bowling Green State University Student Trustee (2001-2003)
• Junior Achievement of Northwest Ohio Board Member (2003-2007)
• Junior Achievement of Northwest Ohio Treasurer (2004-2007)
• Bowling Green State University Alumni Board (2007-2012)
• Bowling Green State University Alumni Board Chair (2011-2012)
• Bowling Green State University Alumni Board Liaison to the Foundation (2010-2012)
• Ameritas Field Advisory Cabinet, Chair (2015-2020)
  - Chaired multiple committees for the Broker-Dealer
• Toledo Club Finance Committee (2018-2022)
• ProMedica Metro Foundation Board (2018-2023)
• Church Finance Committee Chair
   

PERSONAL
Jarrod is a 1999 Graduate of the Culver Academies and 2003 Graduate of Bowling Green State University (BS Finance and Economics) where he met his wife Erin. Erin and Jarrod have two daughters, Adelle and Alessa, and they reside in Sylvania, Ohio.

^{Raymond James is not affiliated with any of the above mentioned organizations.}