Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett M. Jones is an Investment Advisor Representative with Rockefeller Financial LLC. Garrett has been in the industry since November 2001. Garrett has a broad range of licenses and certifications including Series 7, Series 31, Series 66 and SIE. Garrett is registered to provide securities-related services in 38 states and is also registered as an Investment Advisor Representative in Florida and Texas. In addition to Garrett's work at Rockefeller Financial LLC, Garrett is also an Advisory Board Member for the Winter Park Health Foundation and The Jobs Partnership of Florida. Garrett is also a subcommittee member of Saint Margaret Mary Catholic Church. Garrett is committed to providing personalized financial advice and services to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
02/17/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
FL
11/13/2001 - 02/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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