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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Garris is an investment advisor representative with Cerity Partners LLC, a firm with offices in New York and Norfolk, Virginia. John has been in the industry since 2013, beginning his career with Abilene Motor Express in Richmond, Virginia. John holds the Series 65, the Uniform Investment Adviser Law Examination, which was passed in December 2022. In addition to being a registered investment advisor, John is also a registered representative in the state of Virginia. John is currently affiliated with Cerity Partners LLC, where he has worked since October of 2022. His previous experience includes positions with the College of William and Mary in Williamsburg, Virginia, and United Management Co. LLC in Bristol, Virginia. John provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals, as well as other services. The firm, Cerity Partners LLC, has offices in New York and Norfolk, Virginia. Cerity Partners LLC serves a variety of client types, including individuals, businesses, and institutions.
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.
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.
Tax services; bill pay
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.
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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NY
12/12/2022 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 12/12/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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