Jeffrey Garrison (CRD# 7005112) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Bethelehem, PA and has over 5 years of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services Inc. | Atlanta, GA | Jun 2021 - Current | 2 |
| Truist Advisory Services, Inc. | Atlanta, GA | Jun 2021 - Current | 2 |
| Citizens Securities, Inc. | Westwood, MA | Mar 2021 - Jun 2021 | < 1 |
| Citizens Bank | Fort Washington, PA | Mar 2021 - Jun 2021 | < 1 |
| Citizens Bank | Stroudsburg, PA | Aug 2018 - Dec 2020 | 2 |
| Citizens Securities, Inc. | Stroudsburg, PA | Aug 2018 - Dec 2020 | 2 |
| Genesco | Whitehall, PA | Nov 2009 - Aug 2018 | 8 |
| Wells Fargo | Bethlehem, PA | Jul 2016 - Dec 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- PA
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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