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Garret Thomas Jett

FIRST SOURCE INVESTMENT PARTNERS, LLC·LONE TREE, Colorado
Clean recordFIRST 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Garret Thomas Jett is a registered financial advisor based in LONE TREE, Colorado, affiliated with FIRST SOURCE INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FIRST SOURCE INVESTMENT PARTNERS, LLC
TIER ONE WEALTH MANAGEMENT
AUM
$93M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2908427
Firm CRD# 322893
View on FINRA BrokerCheck →

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05

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.
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