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James David Garrison

Edward Jones

Summerfield, NC

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-29
NC RA APPROVED 2021-04-01
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • NC RA
    APPROVED
    Since 2021-04-01

Branch Locations

7309 Summerfield Rd Suite A, Summerfield, NC 27358 • 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
Wells Fargo Clearing Services, Llc Greensboro NC 08/2018 04/2021
Key Resources Inc. Greensboro NC 09/2003 07/2017
Symmetry Financial Group Swannanoa NC 08/2017 02/2018
Mass Mutual Carolinas Charlotte NC 03/2018 08/2018
Edward Jones St. Louis MO 04/2021 Present
  • 08/2018 → 04/2021
    Wells Fargo Clearing Services, Llc
    Greensboro, NC
  • 09/2003 → 07/2017
    Key Resources Inc.
    Greensboro, NC
  • 08/2017 → 02/2018
    Symmetry Financial Group
    Swannanoa, NC
  • 03/2018 → 08/2018
    Mass Mutual Carolinas
    Charlotte, NC
  • 04/2021 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-16
  • S66 Uniform Combined State Law Examination
    2019-05-16
Other Names
  • David Garrison
  • James Garrison

View on SEC IAPD

Other Firms

CREDIT UNION INVESTMENT SERVICES
STATE FARM INVESTMENT MANAGEMENT CORP.
PARABLA, LLC
ASCENDOR WEALTH, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BUTTON & BUTTON WEALTH MANAGEMENT LLC
TCS FINANCIAL SERVICES, INC.
THE RETIREMENT PLANNING GROUP, LLC

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Kevin A Pattman
Anna K Lancaster
Colon Ray Knight
Timothy Elliott DeGroot
NICHOLAS JITIMA
PHILLIP D HANKS
James David Bowman
Emily Jo Farrell

Other Offices

EDWARD JONES · SUMMERFIELD, NC
CREDIT UNION INVESTMENT SERVICES · Greensboro, NC
STATE FARM INVESTMENT MANAGEMENT CORP. · Greensboro, NC
PARABLA, LLC · OAK RIDGE, NC
EDWARD JONES · OAK RIDGE, NC
ASCENDOR WEALTH, LLC · Oak Ridge, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENSBORO, NC
EDWARD JONES · Greensboro, NC

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