About Financial Jumble
What are your content needs?
Are you struggling to create engaging content? Do you feel overwhelmed by burdensome writing projects?
You recognize the importance of consistently communicating with clients. But, are you unsure how to get started?
Financial Jumble provides financial newsletter content tailored for Financial Advisors, RIAs, and other financial professionals. The content is versatile and can be seamlessly incorporated into email and print newsletters, blogs, and social media platforms.
Are you in need of a skilled ghostwriter? Financial Jumble collaborates with various firms to produce top-quality white papers, articles, commentaries, and marketing materials.
Charles Sherry, M.Sc.
Owner & Founder
Creating effective communication tools
Meet Charles, the founder and owner of Financial Jumble.
With more than 25 years of industry experience, Charles brings a wealth of knowledge and expertise, delivering unbiased, compelling insights that help financial advisors stay at the forefront of client relationships.
Since 2011, he has equipped advisors with powerful tools designed to enhance client engagement, attract prospects, and optimize efficiency—saving time and resources.
Charles Sherry, M.Sc., delivers insightful financial analysis in a conversational, easy-to-understand style. He expertly leverages resources to enhance the client experience, creating content that strikes the perfect balance between depth and clarity—allowing advisors to confidently share it with clients and prospects.
Background
Charles began his career in the financial services industry in 1994 with Charles Schwab. In his initial role, he interacted daily with financial advisors, developing his communication skills to identify and resolve issues.
Assisting retail clients, he excelled as a Senior Registered Representative, earning prestigious honors that included the coveted Circle of Excellence.
Charles capped his career at the company at the Schwab Center for Financial Research. By authoring the daily Schwab Market Update, he sharpened his ability to synthesize economic and market data, creating a top-rated report that conveyed key concepts to clients.
Furthermore, his efforts helped his team earn the coveted honor, Excellence in Service.
With an M.Sc. in finance and a B.S. in economics from Louisiana State University, Charles combines a strong theoretical knowledge with the practical experience gained through an impressive portfolio of market commentaries and white papers.
Today
In addition to his work with financial advisors, Charles is a regular contributor to Horsesmouth, delivering insightful webinars and white papers on critical issues affecting advisors and their clients.
His expertise has been recognized with multiple top 10 article rankings and the prestigious best article of the year, as voted by Horsesmouth subscribers.
He is the creator and author of Advisor Talking Points, a highly regarded, concise analysis of market and economic trends tailored specifically for financial advisors.
Charles has assisted firms that include Janus Capital, BMO Capital Markets, and Invesco. He has also contributed to Retirement Weekly—MarketWatch, the Denver Post, and iris.xyz, a collection of vetted experts serving the financial services community.
Charles has successfully delivered webinars to the Financial Planning Association and moderated panel discussions at the annual FPA conference.
Charles has played a pivotal role in FPA’s Knowledge Circles, a dynamic community where professionals exchange insights and refine best practices. In addition, he dedicated four years to serving as FPA’s Director of Membership, fostering growth and engagement within the organization.
Above all, Charles strives to serve the client.
In his spare time, Charles enjoys spending time with his family, and hiking and snowshoeing in the mountains of Colorado. Look for his outdoor photos on X.
A comprehensive overview of his experience and qualifications is also available on LinkedIn.
Are you ready to take the next step?