James W. Garner Email & Phone Number

Alpharetta, Georgia

Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC. Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does not provide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link to the Benjamin F. Edwards & Co. website for more information about the Firm and other Important Disclosures. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and should not be considered an endorsement or testimonial

Alpharetta, Georgia

Greater Denver Area

Greater Denver Area

I am a design and implementation-minded investment advisor with many years of multi-faceted experience in finance, investments, income optimization, and consulting.More important than my background is my commitment to my clients. I bring to the relationship a custom-fit approach, while challenging the institutional approach sometimes found in the financial services industry. This philosophy is applied in serving retirees, business entreprenuers and high net worth individualsThe focus of my business is financial advisory and analysis in the areas of retirement planning, business services, wealth management, asset allocation, institutional and endowment services, portfolio analysis, private money management, stocks, bonds, mutual funds, ETFs, CEFs, and annuitiesThis information is intended for use by residents of CA,CO,FL,GA,IA,IN,MD,NE,NM,NY,OR,SC,VA,WY.Insurance licensed in the following states: CO,FL,GA,NM,SC.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services,LLC

Graduate Studies

Bachelor Of Science (B.S.)

Education record

Diploma, Navy/Marine Rotc, Naval Science And Operations

Activities and Societies: Platoon Commander, Aviation Club President, Company Waterfront Instructor