Garrett W. Kelley, Cima® Email & Phone Number

Manhattan Beach, CA, US

Greater Los Angeles Area

Responsible for Business Development within Southern California and S NV. Distribution includes Wirehouse, RIA, and Independent Planner channels.

Greater Los Angeles Area

Responsible for Business Development within S. CA and Nevada. Distribution includes Wirehouse, RIA, and the Independent Planner Channel.Astor Investment Management LLC is a money manager specializing in an active approach to investing. We believe that investment opportunities arise based on the ability to identify fundamental trends and changes in the.

Greater Los Angeles Area

Covered Call StrategistsCapital Wealth Planning is an independent, fee-only Investment Advisory firm registered with the SEC. This firm specializes in covered call writing and has been building and managing private portfolios since 2005. Capital Wealth Planning exists at the forefront of implementing covered call strategies on Exchange Traded Funds (ETFs).

-Responsible for wholesaling Pacific Life variable annuities, as well as Portfolio Optimization mutual funds, within Central California to the wirehouse/regional broker/dealer channel-Emphasized Pacific Life’s Portfolio Optimization asset allocation within the variable annuities, and the asset manager stories, to illustrate how Pacific Life was unique in.

-Responsible for wholesaling Guardian variable and fixed annuities, as well as Park Avenue mutual funds, within Central California to the wirehouse broker/dealer channel

-Responsible for wholesaling JNL variable, fixed, indexed annuities, and life production to NASD broker/dealers within Arizona and Central California. Previous territories included OK, LA, NV, NM, and UT-Focused on selling the top tier asset managers that participated in the JNL VA’s and how they fit within the FA’s asset management models-Tripled Variable.

-Designed, sold, managed and monitored investment portfolios for high net worth individuals-Developed and trained branch employees in sales strategies designed to generate leads, increase revenue, and build assets for clients-Conducted 95% of production through mutual funds and 5% through individual equity and fixed income investments

-Successfully managed and serviced securities portfolios for high net worth individuals-Advised and consulted clients on market dynamics, investment decisions, and financial service offerings with the goal of helping clients achieve their investment objectives and driving higher sales-Developed book of business by aggressively marketing myself and Smith.

Ba, Political Science

Education record