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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.

McKinney, TX 75070


JMG Wealth Management

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M.

My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

See Disclosures

General Information

Firm Start Year


No. of Employees




Firm CRD#


Name of Broker/Dealer

Lincoln Financial Securities

Name of Custodial Firm


Years of Experience in Financial Services


Number of Years with Current Firm


Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning


Investment Types

Mutual Funds, Annuities, Exchange Traded Funds (ETFs), Insurance

Can meet clients in the following ways

Email, Phone, Our Office, Your Home, Your Office


Registered Representative


Investment Advisor Representative


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 6

Insurance and Annuity Licenses

Disability, Life, Variable Annuity, Annuity

Firm Information

Advisor's Number of Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Additional Details on Charges

Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design


Bachelors of Science - Criminal Justice -

Texas State University
09/1987 - 05/1992

Disclosures provides client referrals to financial professionals of Lincoln Financial Securities Corporation ("LFS"). is not a current client of LFS for brokerage or investment advisory services. LFS's financial professionals pay cash compensation to for client referrals, which gives a financial incentive to make client referrals to LFS's financial professionals, resulting in a conflict of interest. For additional information, please review this detailed disclosure document:

For information regarding LFA's investment advisory services, please review LFA's Form CRS and Forms ADV, Part 2A, which are available at:

Additional Detailed Disclosures


I am a registered representative of Lincoln Financial Securities offered through Lincoln Financial Securities Corp., a broker-dealer(member SIPC). Investment advisory services offered through Lincoln Financial Securities which is not affiliated with JMG Wealth Management.