Jeffrey M. Garton- Financial Advisor McKinney, TX

Home > Financial Advisor Directory > texas > mckinney

About Jeffrey M. Garton

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 25 + years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, July 2024, my 200+ clients have entrusted me with their assets in excess of $32M.

My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research my clients and find the best-case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to every day. I assist my clients in the areas of asset management as well as insurance needs if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors of Science - Criminal Justice -

Texas State University
09/1987 -05/1992

Disclosures

PaladinRegistry.com provides client referrals to financial professionals of Osaic FS. PaladinRegistry.com is not a current client of Osaic FS for brokerage or investment advisory services. Osaic FS's financial professionals pay cash compensation to PaladinRegistry.com for client referrals, which gives PaladinRegistry.com a financial incentive to make client referrals to Osaic financial professionals, resulting in a conflict of interest.

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

For more information regarding Osaic FS's investment advisory services, please review Osaic FS's Form CRS and Forms ADV, Part 2A, which are available at:

https://osaic.com/fs/accounts/disclosures

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

Inquire With Jeffrey

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Jeffrey M. Garton

JMG Wealth Management