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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 Robert Garro is a financial advisor with Stephens. Jeffrey has been working in the financial industry since June 2010. Jeffrey is registered with the state of Illinois as an Investment Advisor Representative. Jeffrey holds the Series 63, SIE, Series 86, Series 87, and Series 7 licenses. Jeffrey has been with Stephens since September 2022, before that, Jeffrey worked at Piper Sandler & Co. from February 2021 to September 2022 and William Blair & Co LLC from October 2009.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/06/2023 - Present
Stephens (CHICAGO IL)
IL
02/04/2021 - 09/14/2022
PIPER SANDLER & CO. (Chicago IL)
IL
06/04/2010 - 02/26/2021
WILLIAM BLAIR (CHICAGO IL)
BC
Issued 06/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/12/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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