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- Custodian
- Betterment · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-1991
- Office Locations
- 1
Office Locations
About Optimum Financial Services, LLC
Optimum Financial Services, LLC is a Jackson, MS-based advisory firm providing straightforward financial and investment planning, including retirement and tax-focused guidance and portfolio construction using vehicles like ETFs and mutual funds. The team works with clients nationwide virtually and emphasizes an educational, collaborative planning process. Custody includes Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
JOHN WALTER GARRARD II
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2042646
- Ownership
- Less than 5%
WILLIAM HUGH GARRARD MR.
Chief Operating Officer, EXECUTIVE VICE PRESIDENT
- CRD
- #6476150
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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John Walter Garrard III
Asset Manager, Chief Compliance Officer, President
- CRD
- #6997286
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,989,277 | $618,535 |
| Non-Discretionary | $203,984 | $203,984 |
| Total | $300,193,261 | $617,682 |
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Separately Managed Accounts
Total SMA Asset: $300,193,261
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $711,558,751 | 14.1% |
| Cash | $615,674,947 | 12.2% |
| Equity - Exchange | $1,029,489,256 | 20.4% |
| Other | $302,790,958 | 6.0% |
| U.S. Government/Agency | $706,512,235 | 14.0% |
| Municipal Bonds | $691,372,687 | 13.7% |
| Private Funds | $605,581,916 | 12.0% |
| Corporate - Investment Grade | $383,535,213 | 7.6% |
| Total | $5,046,515,963 | 100.0% |