TrueAdvisor
TrueAdvisor
JG
JG

Jeffrey Alonzo Garland

Sb Advisory, LLC
28 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners
Sb Advisory, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$274K average
Assets Under Management
$285.9M

Fee Structure

Minimum Investment:None

Location

3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
October 2020
Judgment / Lien
November 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the Vice Chairman of Vision Unlimited, spending minimal time helping mentally ill and drug-dependent people and their families. He also works full-time as an Investment Advisor Representative and insurance agent for Garland Investments, providing investment advisory and wealth management services, as well as insurance risk analysis and coverage.

Employment History
Current Registrations
Sb Advisory, LLC
July 2022 - Present · 3 yrs 7 mos
San Blas Securities LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Infinity Financial Services Advisory
March 2020 - March 2021 · 1 yr
Infinity Financial ServicesBroker
March 2020 - March 2021 · 1 yr
Securities America, INC.Broker
May 2013 - March 2020 · 6 yrs 10 mos
Securities America Advisors, INC.
May 2013 - March 2020 · 6 yrs 10 mos
Stifel, Nicolaus & Company, Incorporated
November 2008 - May 2013 · 4 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
November 2008 - May 2013 · 4 yrs 6 mos
Wachovia Securities, LLC
January 2008 - November 2008 · 10 mos
Wachovia Securities, LLCBroker
January 2008 - November 2008 · 10 mos
A. G. Edwards & Sons, INC.
March 2001 - January 2008 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
October 1997 - January 2008 · 10 yrs 3 mos
State Registrations5 states
AZCAFLMINC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.