Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Garrison is an investment advisor representative at First Foundation Advisors, a registered investment advisor with the Securities and Exchange Commission. James has been in the financial services industry since 1999. James holds the designation of Chartered Financial Analyst and specializes in a variety of areas including Investment Advisory services, Financial Planning, Selection of other advisors, and Portfolio Management. James is registered in California and the firm has offices in Irvine, California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/31/2015 - Present
First Foundation Advisors (IRVINE CA)
Active
Inactive
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