Best Investors Account Sign in
Inactive

Garrett Gunnar Jones

Crossroads Planning

Orange, CA

Claim This Profile
Current Employers
Crossroads Planning

765 The City Dr. S, Suite 390, Orange, CA 92868 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-22
  • CA RA
    APPROVED
    Since 2025-04-22

Branch Locations

765 The City Dr. S, Suite 390, Orange, CA 92868 • 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
Securian Financial Services Inc. St. Paul MN 01/2017 04/2018
Tax And Financial Group Newport Beach CA 01/2017 04/2018
Crossroads Planning Orange CA 04/2013 Present
  • 01/2017 → 04/2018
    Securian Financial Services Inc.
    St. Paul, MN
  • 01/2017 → 04/2018
    Tax And Financial Group
    Newport Beach, CA
  • 04/2013 → Present
    Crossroads Planning
    Orange, CA
Previous Registrations
  • 2017-08-09 → 2018-09-06
    Securian Financial Services, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-30
  • S63 Uniform Securities Agent State Law Examination
    2017-06-30
Designations

View on SEC IAPD

Other Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
ARIS FUND I
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
B.B. GRAHAM & COMPANY, INC.
GRAHAM & CO. ADVISORY, INC.
ORANGE CAPITAL MANAGEMENT, INC.

Other Investors

BRIAN ERIC PAYNE
ALBERT MARTINEZ
NAFENG IRENE HIOE
JEROME DAVID JOSTAK
ADINA COCA
VICTOR KUO
JOHN QUANG PHAM
THANH HA TRINH

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · Orange, CA
ARIS FUND I · ORANGE, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · ORANGE, CA
LPL FINANCIAL LLC · ORANGE, CA
PFS INVESTMENTS INC. · ORANGE, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Orange, CA
B.B. GRAHAM & COMPANY, INC. · ORANGE, CA

More in Orange, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor