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Jeffrey Alonzo Garland

SB Advisory, LLC

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About Jeffrey Alonzo Garland

Jeffrey Alonzo Garland is an Investment Advisor Representative with Sb Advisory, LLC. Jeffrey has been in the financial services industry for over 20 years and has experience in securities, futures, and financial planning. Jeffrey has held various positions at firms such as Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, and Wachovia Securities, LLC. Jeffrey is registered with the state of California as an Investment Advisor Representative and is currently pending registration in Florida.

Firm Information

Jeffrey Garland is currently registered with SB Advisory, LLC. SB Advisory, LLC is an investment advisory firm based in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. SB Advisory, LLC is registered with the SEC and has a total of 1045 client accounts with regulatory assets under management of $285,851,527.
SB Advisory, LLC

3424 PEACHTREE ROAD NE

ATLANTA, GA 30326-1184

$285.85M

Assets Under Management

Not reported

Total Clients

27

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Jeffrey Garland’s Registration & Firm History

GA

01/01/2025 - Present

SB Advisory, LLC (ATLANTA GA)

CA

03/03/2020 - 03/26/2021

INFINITY FINANCIAL SERVICES (CITRUS HEIGHTS CA)

CA

05/07/2013 - 03/05/2020

SECURITIES AMERICA, INC. (SACRAMENTO CA)

CA

11/17/2008 - 05/07/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSEVILLE CA)

CA

01/01/2008 - 11/24/2008

WACHOVIA SECURITIES, LLC (SACRAMENTO CA)

CA

10/13/1997 - 01/03/2008

A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 02/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffrey Alonzo Garland. Review regulatory record here.
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