James Marion Garrison

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• 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

• 09/2014 → 09/2020
  Thurston Springer Miller Herd & Titak, Inc.
  Chapel Hill, TN
• 09/2020 → Present
  Silver Oak Securities, Inc.
  Jackson, TN

Previous Registrations

• 2014-09-26 → 2020-09-04
  Thurston, Springer, Miller, Herd & Titak, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Chapel Hill, TN
• 2004-03-01 → 2014-09-29
  Grove Point Investments, Llc
  Brentwood, TN
  Chapel Hill, TN

Other Businesses

1) FARM LAND IN ALABAMA. POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1995. ADDRESS: COUNTY ROAD 1545, CULLMAN AL 35058. DESCRIPTION: PAY THE TAXES EACH YEAR. 2) JAMES GARRISON - INDEPENDENT INSURANCE AGENT. POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: YES NUMBER OF HOURS: 4. INVESTMENT RELATED HOURS: 4 START DATE: 05/18/1987. ADDRESS: 5115 MARYLAND WAY, BRENTWOOD TN 37027. DESCRIPTION: SELLING FIXED INSURANCE AND ANNUITIES TO CLIENTS AS THEIR NEEDS DICTATE. 3) 123COLLEGE. POSITION: COLLEGE COUNSELOR NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 05/21/2013. ADDRESS: 1701 WEST HILLSBORO BLVD, # 303, DEERFILED BEACH FL 33442. DESCRIPTION: TO PRESENT THE PROGRAM TO PARENTS AND STUDENTS AT LOCAL EDUCATIONAL VENUES AFTER BUSINESS HOURS. 4) GARRISON HONEY FARMS. POSITION: OWNER NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT. RELATED HOURS: 0 START DATE: 01/01/2011. ADDRESS: PO BOX 83, CHAPEL HILL TN 37034. DESCRIPTION: BEEKEEPING FOR HONEY PRODUCTION AND POLLINATION OF PLANTS. 5) HIGHLAND BAPTIST CHURCH. POSITION: MINISTER OF MUSIC NATURE: BUSINESS, MARKETING, OTHER INVESTMENT RELATED: NO NUMBER OF HOURS: 20. INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2012. ADDRESS: 808 WEST HICKORY ST., TULLAHOMA TN 37388. DESCRIPTION: SERVING ON A BI-VOCATIONAL BASIS AS MINISTER OF MUSIC 6) DBA: INVESTMENT STRATEGIES USED SOLELY FOR NAME RECOGNITION FOR SECURITIES AND INSURANCE ACTIVITIES. 7) Tennessee Beekeepers Association,Is Not Investment Related,,Beekeeping organization,Treasurer,2022-07-01,13 hours per month,0 hours per month during trading hours,No Compensation Compensation,Treasurer duties as needed 8) National Association of Christian Financial Consultants,Is Not Investment Related,,work with financial professionals in Christian nature,Board of Directores,2022-07-17,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,Serve on Bd. of Directors in non-paying capacity

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1998-04-13

Other Names

• Jim Carrison