Jeffrey Garton
Jeffrey Garton is a registered investment advisor at Osaic Wealth, INC., based in Mckinney, TX, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
6401 Eldorado Parkway, Suite 300, Mckinney, TX, 75070
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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 the owner/agent of JMG Wealth Management, offering disability insurance, indexed annuities, fixed annuities, and traditional life insurance since 2000. This activity takes up nearly all of Jeffrey's time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.Broker
Osaic Fs, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signator Investors, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations7 states
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