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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

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. My 200+ Clients have trusted 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.

General Information

Firm Start Year

1998

No.of Employees

1

CRD#

2645788

Firm CRD#

10409

Name of Broker/Dealer

MML Investors

Name of Custodial Firm

NFS

Years of Experience in Financial Services

20

Number of Years with Current Firm

17

Services

Investment Types

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

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Via email

Compliance

Registered Investment Advisor

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Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

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Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 6, Series 65

Insurance and Annuity Licenses

Variable Annuity, Disability, Annuity, Life

Firm Information

Advisor's Number of Clients

200

Assets Managed by Advisor

$25M

Compensation and Fees

Fee Structure

Fee-Based

Additional Details on Charges

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

Education

Bachelors of Science - Criminal Justice -

Texas State University
09/1987 - 05/1992

Disclaimer

I am a registered representative of and offer securities, financial planning services and investment advisory services through MML Investors Svcs, LLC. Member SIPC. Supervisory address: 13455 Noel Rd. 20th Fl. Dallas, Tx. 75240. JMG Wealth Management is not a subsidiary of MML Investors Svcs., LLC. or its subsidiaries.