Jeffrey Garell is a CFP-designated registered investment advisor, based in Irvine, CA, with 39 years of industry experience.
Location
19200 Von Karman Ave, Ste 370, Irvine, CA, 92657
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an agent for fixed income insurance policies, including long-term care, life, disability, and fixed annuities, dedicating minimal time to this. He also owns rental properties, is an officer for a non-profit housing corporation, is on the finance committee for KidWorks, and is the owner/president of Silversage Advisors, taking about half of Jeffrey's time or more.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.Broker
Silversage Advisors
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
California One InvestmentsBroker
First California Capital Markets Group, INC.Broker
Gfc Securities CorporationBroker
State Registrations39 states
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