Jeffrey Garrard, financial advisor Destin FL
93 score

Jeffrey Garrard

CRD Number: 5540265
Current Firm: Northwestern Mutual Investment Services,llc

Jeffrey Garrard (CRD# 5540265) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Destin, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Fort Walton Beach, FL Mar 2009 - Current 7
Northwestern Mutual L Ife Insurance Company Milwaukee, WI May 2008 - Current 8
Northwestern Mutual Investment Services LLC Destin, FL Mar 2014 - Mar 2016 2
Unemployed Destin, FL Mar 2008 - May 2008 < 1
Johnson Bros. Wine Company Birmingham, AL May 2005 - Mar 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination May 2009
Contact Info for Jeffrey T. Garrard
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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