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John Walter Garrard

OPTIMUM FINANCIAL SERVICES, LLC·JACKSON, Mississippi
SIE, Series 7, Series 63, Series 65Clean record19 years registeredOPTIMUM FINANCIAL SERVICES, LLC
1817 CRANE RIDGE DRIVE, JACKSON, MS 39216-4902CRD# 2042646Firm CRD# 105878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Walter Garrard · JACKSON, MS
Registration
CRD #2042646 · OPTIMUM FINANCIAL SERVICES, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

OPTIMUM FINANCIAL SERVICES, LLC
Mar 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 28, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPTIMUM FINANCIAL SERVICES, LLC
CRD 105878 · SEC 801-38310
AUM
$257M
Regulatory assets under management
Employees
4
466 client accounts
Services offered by OPTIMUM FINANCIAL SERVICES, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at OPTIMUM FINANCIAL SERVICES, LLC →
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05

Frequently Asked Questions

What services does John Walter Garrard offer?
John Walter Garrard specializes in Investment Management, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are John Walter Garrard's credentials?
John Walter Garrard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Walter Garrard located?
John Walter Garrard is based in JACKSON, Mississippi, working with OPTIMUM FINANCIAL SERVICES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does John Walter Garrard charge for services?
John Walter Garrard'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 OPTIMUM FINANCIAL SERVICES, LLC?
OPTIMUM FINANCIAL SERVICES, LLC has approximately 4 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTIMUM FINANCIAL SERVICES, LLC

William Hugh Garrard
JACKSON, MS

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Research
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