Ryan James Garrison

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 06/2012 → Present
  Ryan J. Garrison - Landlord
  Scottsdale, AZ
• 01/2015 → Present
  Jcr Settlements, Llc
  Scottsdale, AZ
• 04/2017 → Present
  Mass Tort Settlement Group D/B/A Government Benefit Preservation
  Salt Lake, UT
• 01/2016 → Present
  Garrison Financial, Llc
  Scottsdale, AZ
• 01/2015 → Present
  Garrison Settlements
  Scottsdale, AZ
• 09/2019 → 05/2021
  Rogers & Kirby, Inc.
  Phoenix, AZ
• 12/2006 → Present
  Ryan James Garrison
  Scottsdale, AZ
• 05/2022 → Present
  Garrison Settlements
  Scottsdale, AZ

Other Businesses

1.) MASS TORT SETTLEMENT GROUP D/B/A GOVERNMENT BENEFIT PRESERVATION GROUP - PARTNER - TO PROVIDE TAILORED SOLUTIONS TO MASS TORT LAW FIRMS IN THE FOLLOWING AREAS: 1) STREAMLINED GOVERNMENT BENEFITS ANALYSIS 2) COMPREHENSIVE QUALIFIED SETTLEMENT FUND ADMINISTRATION 3) SETTLEMENT PROCEEDS PLANNING. PLEASE NOTE THAT 1 & 2 WILL BE DONE BY MY LAWYER COLLEAGUES AT THE FIRM OF TOMBS MAXWELL. - SALT LAKE, UT - SINCE 04/2017 - INVESTMENT RELATED 2.) GARRISON SETTLEMENTS - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 01/2015 - INVESTMENT RELATED 3.) JCR SETTLEMENTS, LLC - EVP - STRUCTURED SETTLEMENTS - SCOTTSDALE, AZ - SINCE 01/2015 - INVESTMENT RELATED 4.) RYAN J. GARRISON (LANDLORD) - LANDLORD - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SCOTTSDALE, AZ - SINCE 06/2012 - INVESTMENT RELATED 5.) GARRISON FINANCIAL, LLC - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 01/2016 - INVESTMENT RELATED 6.) SOCIETY OF SETTLEMENT PLANNERS (SSP) - BOARD MEMBER - NATIONAL TRADE ASSOCIATION (STRUCTURES.SETTLEMENT PLANNING) - SALT LAKE CITY, UT - SINCE 09/2018 - NOT INVESTMENT RELATED 7.) GOVERNMENT BENEFIT PRESERVATION GROUP -PARTNER - CONSULTING SERVICES - SALT LAKE CITY, UT - SINCE 04/2017 - NOT INVESTMENT RELATED 8.) RYAN JAMES GARRISON - LIFE & HEALTH PRODUCER - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 12/2006 - INVESTMENT RELATED 9.) GARRISON SETTLEMENTS - PRESIDENT - TRUST RELATED SERVICES - SCOTTSDALE, AZ - SINCE 05/2022 - INVESTMENT RELATED 10.) GARRISON FINANCIAL, LLC - PRESIDENT - LLC IS MAINLY USED FOR EXPENSES INCLUDING TO PAY EMPLOYEE' SALARIES - SCOTTSDALE, AZ - SINCE 01/2016 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2012-09-21