Featured Business Financial Advisor in McKinney, TX
McKinney Financial Advisors
JMG Wealth Management
6401 Eldorado Pkwy. #226
McKinney, TX 75070
Phone Number
“JMG Wealth Management”
Advisor Profile
Jeffrey M. Garton
Name:  Jeffrey M. Garton
Website:  Visit Website
Disclaimer
I am a registered representative of and offer securities, financial planning services and investment advisory services through MML Investors Svcs, LLC. Member SIPC. Supervisory address: 13455 Noel Rd. 20th Fl. Dallas, Tx. 75240. JMG Wealth Management is not a subsidiary of MML Investors Svcs., LLC. or its subsidiaries.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. My 200+ Clients have trusted me with their assets in excess of $22M.

My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
 

General Information

Name of Custodial Firm:    NFS
Name of Broker/Dealer:    MML Investors
Firm CRD#:    10409
CRD#:    2645788
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    17
States Willing to do Business in:    Addison,Allen,Carrollton,Coppell,Dallas,Frisco,Lake Dallas,Lewisville,Little Elm,Plano,Prosper,Richardson,Rockwall,Rowlett
 

Services

Investment Types:    Insurance, Annuities, Exchange Traded Funds (ETFs), Mutual Funds
I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Insurance and Annuity Licenses:    Variable Annuity, Life, Disability, Annuity
Securities Licenses:    Series 65, Series 63, Series 6
 

Firm Information

Advisor's Number of Clients:    200
Assets Managed by Advisor:    $25M
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    undefined
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    undefined
 

Compensation and Fees

Additional Details on Charges:    Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design
Fee Structure:    Fee-Based
 
 
 
 
 
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