John Walter Garrard Iii

Employer firm

Optimum Financial Services, LLC CRD 105878

$300M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-07-24

Other Names

• Jack Garrard