John Walter Garrard Iii

Current Employers

Optimum Financial Services, Llc

1817 Crane Ridge Drive Suite 200, Jackson, MS 39216-4902 • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2026-03-17
TX	RA	APPROVED_RES	2023-09-28

MS RA
APPROVED

Since 2026-03-17
TX RA
APPROVED_RES

Since 2023-09-28

Branch Locations

1817 Crane Ridge Drive Suite 200, Jackson, MS 39216-4902 • 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

Organization	City	State	From	To
Optimum Financial Services, Llc	Jackson	MS	08/2018	Present
Optimum Financial Services Llc	Jackson	MS	08/2017	07/2018
C Spire Wireless	Ridgeland	MS	08/2012	07/2017

08/2018 → Present

Optimum Financial Services, Llc

Jackson, MS
08/2017 → 07/2018

Optimum Financial Services Llc

Jackson, MS
08/2012 → 07/2017

C Spire Wireless

Ridgeland, MS

Other Businesses

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 1817 CRANE RIDGE DR., SUITE 200, JACKSON, MS, 39216; INSURANCE SALES; INSURANCE AGENT; 2/2024; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-24

S65 Uniform Investment Adviser Law Examination

2018-07-24

Other Names

Jack Garrard

View on SEC IAPD

Current Employers

Optimum Financial Services, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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