TrueAdvisor
TrueAdvisor
JG
JG

John Patrick Garrett

Mfs Institutional Advisors INC.
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mfs Institutional Advisors INC.
July 2011 - Present · 14 yrs 7 mos
Mfs Fund Distributors, INC.Broker
July 2011 - Present · 14 yrs 7 mos
Mfs Fund Distributors, INC.
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Natixis Asset Management Advisors, L.P.
August 2008 - July 2011 · 2 yrs 11 mos
Natixis Distributors, L.P.Broker
June 2006 - July 2011 · 5 yrs 1 mo
Metlife Investors Distribution CompanyBroker
April 2006 - June 2006 · 2 mos
Tower Square Securities, INC.Broker
February 2006 - June 2006 · 4 mos
Walnut Street Securities, INC.Broker
June 2005 - June 2006 · 1 yr
New England SecuritiesBroker
June 2005 - June 2006 · 1 yr
Metropolitan Life Insurance CompanyBroker
June 2005 - June 2006 · 1 yr
Metlife Securities INC.Broker
June 2005 - June 2006 · 1 yr
Fidelity Investments Institutional Services Company, INC.Broker
February 2005 - June 2005 · 4 mos
Metropolitan Life Insurance CompanyBroker
March 2003 - August 2003 · 5 mos
Metlife Securities INC.Broker
March 2003 - August 2003 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.