Jeffrey Mark Garell

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 08/2020
  Geneos Wealth Management, Inc.
  Irvine, CA
• 08/2020 → Present
  Raymond James Financial Services, Inc.
  Irvine, CA
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Irvine, CA

Previous Registrations

• 2004-11-12 → 2021-06-07
  Silversage Advisors
  Irvine, CA
• 1997-07-08 → 2006-11-15
  Associated Planners Investment Advisory Inc
  Irvine, CA

Other Businesses

(1)Name of Business: Address: 19200 Von Karman Ave, Suite 370, Irvine, CA, 92657, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Initiating new and servicing existing fixed income insurance policies, such as long-term care insurance, life insurance, disability insurance and fixed annuities (2)Name of Business: 10688 Brittany Park Drive Address: 31 Whitesands Drive, Newport Coast, CA, 92657, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, SFR rental property (3)Name of Business: 1970 Bailey Creek Court Address: 1970 Bailey Creek Court, Reno, NV, 89521, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of SFR rental property (4)Name of Business: KidWorks Address: 1902 W. Chestnut Ave., Santa Ana, CA, 92703, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/12/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chair Investment Committee (5)Name of Business: Los Angeles Alpha Tau Omega Building Association Address: 31 Whitesands Drive, Newport Coast, CA, 92657, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work with four other guys to help manage this building until decision made to re-colonize the chapter on the UCLA campus. Per counsel, net operating profits are distributed from Corp to Foundation (6)Name of Business: Silversage Advisors Address: 19200 Von Karman Ave Ste 370, Irvine, CA, 92612, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 08/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner, President of "S" Corp

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-21

Designations

• Certified Financial Planner