Jeffrey Garell Email & Phone Number
Registered Principal @ Raymond James Financial Service
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Jeffrey Garell Location
- Irvine, CA, US
Jeffrey Garell Work
- Registered Principal @ (August 2020 - Present)
- Founding Partner, President @ Silversage Advisors (March 2002 - Present)
- Registered Principal @ Geneos Wealth Management, (November 2006 - August 2020)
- Registered Principal @ Associated Securities Corp (May 1993 - October 2006)
- Registered Representative @ California One Investments (July 1989 - April 1993)
- Registered Representative @ GFC Securities (February 1987 - June 1989)
Jeffrey Garell Education
- University of California, Irvine
Financial Planning
1998-2000 - University of California, Los Angeles
Bachelor of Arts (BA) (History)
1980-1985
Jeffrey Garell Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investments
- Investment Advisory
- Asset Allocation
- Estate Planning
- Retirement
- 401k
- Securities
- Investment Strategies
- Mutual Funds
- Investment Management
- Asset Management
- Small Business
- IRAs
- Financial Advisory
- Series 7
- Series 63
- Alternative Investments
- Series 24
- Wealth Management Services
- Portfolio Management
- Fixed Annuities
- Equities
- Wealth
- Loans
- Mortgage Lending
- Insurance
Jeffrey Garell Summary
- Jeffrey Garell, based in Irvine, CA, US, is currently a Registered Principal at Raymond James Financial Service. Jeffrey Garell brings experience from previous roles at Silversage Advisors, Geneos Wealth Management,, Associated Securities Corp and California One Investments. Jeffrey Garell holds a 1998 - 2000 Financial Planning @ University of California, Irvine. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Investments, Investment Advisory and more. Jeffrey Garell has 2 emails and 3 mobile phone numbers on RocketReach.
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