Jeffrey Garrison is a registered investment advisor, based in Bethelehem, PA, with 7 years of industry experience.
Location
920 W Broad St, Bethelehem, PA, 18018
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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.
Learn about disclosures →Other Business Activities
Jeffrey is a notary public since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
June 2021 - Present · 5 yrs 1 mo
Truist Advisory Services, INC.
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Citizens Securities, INC.Broker
March 2021 - June 2021 · 3 mos
Citizens Investment Services
March 2021 - June 2021 · 3 mos
Citizens Investment Services
June 2020 - December 2020 · 6 mos
Citizens Securities, INC.Broker
September 2018 - December 2020 · 2 yrs 3 mos
State Registrations8 states
DEFLILMDNJPATXWV
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.