Unclaimed Profile

Jeffrey Mark Garell

SILVERSAGE ADVISORS·IRVINE, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63CFPClean record29 years registeredSILVERSAGE ADVISORS

19200 VON KARMAN AVENUE,, IRVINE, CA 92612CRD# 1617521Firm CRD# 125820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Mark Garell · IRVINE, CA

Registration

CRD #1617521 · SILVERSAGE ADVISORS · 29 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2020 – present

SILVERSAGE ADVISORS

Nov 2004 – Jun 2021

IRVINE, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Jul 1997 – Nov 2006

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERSAGE ADVISORS

CRD 125820 · SEC 801-78322

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SILVERSAGE ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERSAGE ADVISORS →

Introduction

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Frequently Asked Questions

What services does Jeffrey Mark Garell offer?

Jeffrey Mark Garell specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Jeffrey Mark Garell's credentials?

Jeffrey Mark Garell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Mark Garell located?

Jeffrey Mark Garell is based in IRVINE, California, working with SILVERSAGE ADVISORS. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Jeffrey Mark Garell charge for services?

Jeffrey Mark Garell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVERSAGE ADVISORS?

SILVERSAGE ADVISORS has approximately 12 employees. The firm is registered with the SEC as an investment adviser.

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