Unclaimed Profile

Garret Thomas Jett

FIRST SOURCE INVESTMENT PARTNERS, LLC·LONE TREE, Colorado

SIE, Series 7, Series 31, Series 63, Series 65Clean record27 years registeredFIRST SOURCE INVESTMENT PARTNERS, LLC

9380 STATION STREET, SUITE 535, LONE TREE, CO 80124CRD# 2908427Firm CRD# 322893

Profile Verification

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

Identity

Garret Thomas Jett · LONE TREE, CO

Registration

CRD #2908427 · FIRST SOURCE INVESTMENT PARTNERS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

TIER ONE WEALTH MANAGEMENT

Oct 2022 – present

SPC

Feb 2015 – Oct 2022

LONE TREE, CO

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2009 – Mar 2015

LONE TREE, CO

AMERIPRISE ADVISOR SERVICES, INC.

Jul 2003 – Oct 2009

LONE TREE, CO

MORGAN STANLEY

Mar 1999 – Jul 2003

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 16, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST SOURCE INVESTMENT PARTNERS, LLC

CRD 322893 · SEC 801-126595

AUM

$93M

Regulatory assets under management

Employees

353 client accounts

Services offered by FIRST SOURCE INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST SOURCE INVESTMENT PARTNERS, LLC →

Introduction

Speak with Garret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Garret is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LONE TREE?

Browse all registered financial advisors in LONE TREE, Colorado or claim this profile if it's yours.

Browse LONE TREE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Garret Thomas Jett offer?

Garret Thomas Jett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LONE TREE, Colorado for a consultation.

What are Garret Thomas Jett's credentials?

Garret Thomas Jett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Garret Thomas Jett located?

Garret Thomas Jett is based in LONE TREE, Colorado, working with FIRST SOURCE INVESTMENT PARTNERS, LLC. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.

How does Garret Thomas Jett charge for services?

Garret Thomas Jett's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST SOURCE INVESTMENT PARTNERS, LLC?

FIRST SOURCE INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →