Optimum Financial Services Inc.

Optimum Financial Services Inc. (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $152,640,584 in 641 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $238,129
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, MS

Financial Advisors at Optimum Financial Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John W. Garrard
CRD#: 2042646
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
93
Wealthminder
score

John Garrard (CRD# 2042646) is an Investment Advisor Representative working at Optimum Financial Services Inc. in Jackson, MS and has over 26 years of experience in the finance industry.

2
Jeptha F. Barbour
CRD#: 6297270
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
88
Wealthminder
score

Jeptha Barbour (CRD# 6297270) is an Investment Advisor Representative working at Optimum Financial Services Inc. in Jackson, MS and has over 2 years of experience in the finance industry.

3
William H. Garrard
CRD#: 6476150
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
87
Wealthminder
score

William Garrard (CRD# 6476150) is an Investment Advisor Representative working at Optimum Financial Services Inc. in Jackson, MS and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.