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Jack David Garrison

Strategic Wealth Group

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About Jack David Garrison

Jack Garrison is a financial advisor currently registered with Strategic Wealth Group in Eden Prairie, Minnesota. Jack has been in the industry since 2022 and holds Series 66, Series 7TO, and SIE licenses. Jack is also an Investment Advisor Representative with Strategic Wealth Group RIA, LLC, and has worked as a guest service team member at Kwik Trip, a real estate agent with The Advisory Realty Group, and as an assistant coach at Chanhassen High School. Jack provides financial planning and portfolio management services to individuals, businesses, charitable organizations, and pension plans.

Firm Information

Jack Garrison is currently registered with Strategic Wealth Group. Strategic Wealth Group is an investment advisory firm located in EDEN PRAIRIE, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They manage approximately $1.04 billion in assets for 4,831 clients. The firm has 19 investment adviser representatives and 14 licensed agents.
Strategic Wealth Group

7820 TERREY PINE CT, #200

EDEN PRAIRIE, MN 55347

$1.04B

Assets Under Management

5

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Jack Garrison’s Registration & Firm History

MN

10/20/2023 - Present

Strategic Wealth Group (EDEN PRAIRIE MN)

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Licenses & Designations

BOTH

Issued 11/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/07/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack David Garrison.
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