GJ
GJ

Garrett Jackson

11 Years of Experience
Little Rock, AR
Broker

Garrett Jackson is a registered investment advisor at Wells Fargo Advisors, based in Little Rock, AR, with 11 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

8114 Cantrell Rd, Suite 200, Little Rock, AR, 72227

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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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Other Business Activities

Garrett owns 100% of Uptrend Enterprises, LLC, a non-investment related estate planning vehicle, dedicating about half their time. Garrett also owns 100% of CAGR Management, LLC, an investment-related firm, dedicating nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
August 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2014 - August 2019 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
November 2014 - August 2019 · 4 yrs 9 mos
State Registrations34 states
ARAZCACOCTFLGAHIIAIDINKSKYLAMAMDMIMNMOMSNCNENHNJNVNYOKSCTNTXVAVTWAWI
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.