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Jason Lee Mcgarraugh

Bentoak Capital

Katy, TX

Weatherford, TX

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Current Employers
Bentoak Capital

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-22
  • TX RA
    APPROVED
    Since 2024-04-22

Branch Locations

24650 Kingsland Blvd, Katy, TX 77494 • United States

201 Ft. Worth Hwy., Weatherford, TX 76086 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neal Financial Group, L.P. Houston TX 02/2007 03/2024
Lpl Financial Katy TX 06/2006 12/2024
Garrett Wealth Advisory Group, Llc Katy TX 01/2024 Present
  • 02/2007 → 03/2024
    Houston, TX
  • 06/2006 → 12/2024
    Lpl Financial
    Katy, TX
  • 01/2024 → Present
    Garrett Wealth Advisory Group, Llc
    Katy, TX
Previous Registrations
  • 2006-06-01 → 2024-09-30
    Tomball, TX
    Weatherford, TX
    Katy, TX
    Katy, TX
  • 2007-02-09 → 2024-03-20
    Tomball, TX
  • 2003-10-23 → 2006-06-06
    Waddell & Reed
    Amarillo, TX
    Fort Worth, TX
    Lubbock, TX
Other Businesses

1.) 01/2004 - Texas State Life, Accident, Health and HMO Agent; Investment Related: Yes; Location - At reported business location; Duties: Life insurance products; Hours devoted per month to business during trading hours 2; Hours devoted per month outside of business hours 0. 2.) 06/2006; LPL Financial, Investment Related activity as a registered representative-- At Reported Business Location- 10 Hour/Month, 10 Hours During Securities Trading. 3.) 01/2024 - Garrett Wealth Advisory Group, LLC--DBA: (Hybrid) BentOak Capital--Investment Related--At Reported Business Location(s)--Registered Investment Advisor DBA--IAR-Start 01/2024 - Responsibilities: provide investment advisory services through Garrett Wealth Advisory Group, an independent investment advisory firm and separate from LPL Financial - 170 Hours/Month; 160 hours During Trading Hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-22
  • S66 Uniform Combined State Law Examination
    2003-10-22
Designations

View on SEC IAPD

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