Unclaimed
Jack Millard Garrett is a registered representative with Calton & Associates, Inc. Jack has been in the financial services industry since 1989. Previously, Jack worked at IMS SECURITIES, INC., CULLUM & BURKS SECURITIES, INC., RUSHMORE SECURITIES CORPORATION, NORTHSTAR SECURITIES, INC., DOMINION CAPITAL CORPORATION, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Jack is a Series 6, Series 7, Series 79TO, and SIE licensed representative and has been registered with the state of Arizona, Arkansas, California, Colorado, Florida, Montana, North Carolina, Oklahoma and Texas. Jack's firm specializes in providing investment advisory services to individuals and corporations and offers fixed fees, commissions, hourly charges, a percentage of assets, and performance based fees.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/10/2017 - Present
Calton & Associates, Inc. (Houston TX)
TX
11/26/2009 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
07/24/2002 - 12/02/2009
CULLUM & BURKS SECURITIES, INC. (DALLAS TX)
TX
01/25/2001 - 07/24/2002
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
06/04/1998 - 02/27/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
02/09/1994 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
NJ
04/10/1989 - 02/01/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/10/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 06/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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