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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Garraway is a financial advisor with Simplified Wealth Management. James is registered as an Investment Advisor Representative in Mississippi. He is also a licensed insurance agent. James has a background in financial services and worked as a student from August 2009, and then at Regions Financial Corp from August 2014. James worked as a student from August 2009 and then at Regions Financial Corp from August 2014. Prior to joining Simplified Wealth Management, James was an advisor at Thrivent Investment Management Inc. James has experience in various insurance products.
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.
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.
A percentage of the total value of assets under management is charged.
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MS
02/16/2022 - Present
Simplified Wealth Management (HATTIESBURG MS)
MS
11/15/2019 - 01/12/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Hattiesburg MS)
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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