JeffreyM. Garton- Financial Advisor McKinney, TX

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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

CRD#

2645788

Firm CRD#

3870

Name of Broker/Dealer

OSAIC FS, 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

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

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 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Life, Annuity, Disability

Firm Information

Advisor's Number of Clients

Assets Managed 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 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

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Paladin Research Report For:

Jeffrey M. Garton

JMG Wealth Management