Optimum Financial Services, LLC

Optimum Financial Services, LLC (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $226,485,818 in 555 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    555
    ACCOUNTS
  • Average Account Value
    $408,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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 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 30 years of experience in the finance industry.

2
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 5 years of experience in the finance industry.

3
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 2 years of experience in the finance industry.

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