Jeffrey M. Garton

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About Jeffrey M. Garton

Preparing for that next step in life isn't always easy. My combination of experience, professionalism as well as access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight, and capability. Contact me to discuss your financial future.

I have been a resident of Dallas for over 48 years. I reside in McKinney, Tx. with my wife Tammy, whom I have been married to for 30 years, and our two children Taylor (19) and Addison (17). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 17-yr old & a 19-year-old will let you. I graduated from Texas State University, where my wife and I met.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

CRD#

2645788

Firm CRD#

23131

Name of Broker/Dealer

OSAIC WEALTH, INC

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I started in the industry with Fidelity Investments over 25 years ago. Since then I have been with large financial institutions that provide economic security & comfort to my clients. My areas of expertise are asset management, tax advantage investments, retirement planning, college planning, and assisting clients with their life insurance & disability income insurance needs. One thing that I have learned throughout my years within this industry when speaking with prospects & clients is everyone is different when it comes to their needs, their comfort with investments, & their objectives.

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Planning for Individuals, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 65, Series 63

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Total Assets Under Management by Advisor

$32,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Additional Details on Charges

Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design

Education

Bachelors of Science - Criminal Justice -

Texas State University
09/1987 -05/1992

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886819/paladinregistry-JMG-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

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Paladin Research Report For:

JMG Wealth Management