Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Garell is a financial advisor with over 30 years of experience in the industry. Jeffrey has held positions at a number of firms including Associated Securities Corp., First California Capital Markets Group, Inc., and Geneos Wealth Management, Inc. Currently, Jeffrey is a registered representative with Raymond James Financial Services Advisors, Inc. Jeffrey is a Certified Financial Planner and holds the Series 7, Series 24, Series 52TO, Series 53, and Series 63 licenses. Jeffrey also serves as a board member of the KidWorks organization, a non-profit that provides support and guidance to children. Jeffrey provides financial planning and portfolio management services to individuals, families, and businesses. He has a strong commitment to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
08/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (Irvine CA)
CA
11/15/2006 - 08/21/2020
GENEOS WEALTH MANAGEMENT, INC. (IRVINE CA)
CA
05/24/1994 - 11/15/2006
ASSOCIATED SECURITIES CORP. (IRVINE CA)
NA
01/23/1991 - 06/28/1994
CALIFORNIA ONE INVESTMENTS
NA
07/24/1989 - 02/14/1991
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
NA
01/21/1987 - 06/08/1989
GFC SECURITIES CORPORATION
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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