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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dylan Detwiler is a registered investment advisor representative associated with Garcia Hamilton & Associates LP. Jeffrey has been in the industry since 1997 and is currently registered with the states of Pennsylvania and Texas. Jeffrey has a background in finance and is a Chartered Financial Analyst. Jeffrey has extensive experience working with institutional clients such as pension funds and insurance companies, providing investment advice and portfolio management services. Prior to joining Garcia Hamilton & Associates LP, Jeffrey worked at A I M Distributors, Inc., Invesco Distributors, Inc., Franklin/Templeton Distributors, Inc. and Lawson Financial Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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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2
TX
11/14/2017 - Present
Garcia Hamilton & Associates LP (HOUSTON TX)
TX
08/11/2003 - 11/01/2007
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
02/12/2001 - 07/08/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CA
06/05/1998 - 01/22/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
AZ
01/29/1998 - 04/03/1998
LAWSON FINANCIAL CORPORATION (PHOENIX AZ)
GA
11/10/1997 - 01/30/1998
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 07/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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