Optimum Financial Services, LLC

Optimum Financial Services, LLC (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $154,149,428 in 713 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $216,198
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, LLC
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, LLC in Jackson, MS and has over 28 years of experience in the finance industry.

2
Jeptha F. Barbour
CRD#: 6297270
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
90
Wealthminder
score

Jeptha Barbour (CRD# 6297270) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 3 years of experience in the finance industry.

3
William H. Garrard
CRD#: 6476150
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
89
Wealthminder
score

William Garrard (CRD# 6476150) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 2 years of experience in the finance industry.

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