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Grant Garretson

14 Years of Experience
Jacksonville, FL
Broker

Grant Garretson is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4600 Touchton Rd E, Ste 110, Jacksonville, FL, 32246

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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
Wells Fargo Advisors
May 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
September 2021 - May 2025 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2021 - May 2025 · 3 yrs 8 mos
Truist Advisory Services, INC.
October 2017 - August 2021 · 3 yrs 10 mos
Truist Investment Services, INC.Broker
May 2017 - August 2021 · 4 yrs 3 mos
Wells Fargo Advisors, LLCBroker
October 2009 - March 2014 · 4 yrs 5 mos
Banc of America Investment Services, INC.Broker
July 2007 - January 2009 · 1 yr 6 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.