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John G Garretson

IC Advisory Services, Inc.

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About John G Garretson

John Garretson is an investment advisor representative with IC Advisory Services, Inc. John has been in the industry since 1983, and has been registered with the firm since 2006. John is registered in 16 states as an Investment Advisor Representative and 12 states as a Broker. John also holds the following designations: Certified Financial Planner. John provides financial planning services to individuals, businesses, and trusts. John also offers investment management and selection of other advisors services. John's office is located at 331 Centennial Avenue Suite 102, CRANFORD, NJ 07016.

Firm Information

John Garretson is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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John Garretson’s Registration & Firm History

NJ

01/02/2009 - Present

IC Advisory Services, Inc. (CRANFORD NJ)

NJ

07/11/1994 - 02/06/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

12/21/1983 - 07/20/1994

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/13/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for John G Garretson. Review regulatory record here.
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