wiseradvisor

Jeffrey M. Garton
JMG Wealth Management

Tel: (972) 837-0871
6401 Eldorado Pkwy. #226
McKinney, TX 75070

JMG Wealth Management


About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. My 200+ Clients have trusted me with their assets in excess of $22M.

My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.


General Information

Firm Start Year:   1998
No.of Employees:   1
Name of Broker/Dealer:   MML Investors
Name of Custodial Firm:   NFS
Number of Years with Current Firm:   17


Services

Investment Types:   Annuities, Insurance, Exchange Traded Funds (ETFs), Mutual Funds
I can meet clients in the following ways:   Via phone, Via email, At your office, At my office, At your home


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life, Variable Annuity, Disability


Firm Information

Advisor's Number of Clients:   200
Assets Managed by Advisor:   $25M


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Additional Details on Charges:   Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design


Education

Bachelors of Science - Criminal Justice  Texas State University - San Marcos, Tx.
09/1987-05/1992




Disclaimer

I am a registered representative of and offer securities, financial planning services and investment advisory services through MML Investors Svcs, LLC. Member SIPC. Supervisory address: 13455 Noel Rd. 20th Fl. Dallas, Tx. 75240. JMG Wealth Management is not a subsidiary of MML Investors Svcs., LLC. or its subsidiaries.

Jeffrey M. Garton

Jeffrey M. Garton

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (15) and Addison (13). I enjoy coaching my sons baseball team, I also help coach my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Addison Allen
Carrollton Coppell
Dallas Frisco
Lake Dallas Lewisville
Little Elm Plano
Prosper Richardson
Rockwall Rowlett

Compensation Arrangements

Check