Optimum Financial Services, LLC

Optimum Financial Services, LLC (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $268,701,792 in 526 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216
https://www.facebook.com/optimumfinancialservices/
By the Numbers
  • Total Assets Under Management
    269
    MILLION
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $510,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, TN, TX

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

John Garrard (CRD# 2042646) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 32 years of experience in the finance industry.

2
William Garrard, financial advisor Jackson MS
William H. Garrard
CRD#: 6476150
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216

William Garrard (CRD# 6476150) is an Investment Advisor Representative working at Optimum Financial Services, LLC in Jackson, MS and has over 6 years of experience in the finance industry.

3
John Garrard Iii, financial advisor Jackson MS
John W. Garrard Iii
CRD#: 6997286
1817 Crane Ridge Drive, Suite 200, Jackson, MS 39216

John Garrard Iii (CRD# 6997286) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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