Jarrett Suddarth
Panoramic Financial · Fresno, California
Jarrett Suddarth is a fee-only financial advisor at Panoramic Financial in Fresno, California, who holds the CFP credential. Panoramic Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jarrett →
Facts
| Firm | Panoramic Financial |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $93.3M across 1,049 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NE, TX · CRD 6391302 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.panoramicfinancial.com |
How Jarrett's firm compares
- Panoramic Financial's average account is about $89,000, from its Form ADV (assets managed divided by 1,049 accounts).
Request an introduction to Jarrett
Tell Jarrett a little about what you're looking for. Jarrett isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jarrett
Is Jarrett Suddarth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrett holds no broker registration, and Panoramic Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrett charge for financial advice?
Jarrett's firm, Panoramic Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jarrett Suddarth based?
Jarrett Suddarth is based in Fresno, California.
What credentials does Jarrett Suddarth hold?
Jarrett Suddarth holds the CFP credential.
Is Jarrett Suddarth registered with the SEC?
Yes. Jarrett Suddarth is registered as an investment adviser representative in CA, NE and TX (CRD 6391302), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Panoramic Financial manage?
Panoramic Financial reports $93.3M across 1,049 accounts in assets under management.
How do I contact Jarrett Suddarth?
Through Jarrett's website, www.panoramicfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.