Optimum Financial Services, LLC

Optimum Financial Services, LLC (CRD# 105878) is a financial advisory firm headquartered in Jackson, MS. They manage $257,450,141 in 466 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $552,468
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
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 34 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 8 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 5 years of experience in the finance industry.

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