Unclaimed
Garrett Jernigan is an investment advisor representative associated with Wells Fargo Clearing Services, LLC. Garrett has been in the industry since 2023 and currently holds licenses in Idaho and Texas. Garrett is registered to offer securities products in 16 states and specializes in portfolio management for businesses and individuals. Garrett also provides financial planning and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
10/11/2024 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
BOTH
Issued 01/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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