Jeffrey D. Detwiler

GARCIA HAMILTON & ASSOCIATES LP

Houston, TX 77010-4037

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CRD#: 2918482

Professional summary

Jeffrey Dylan Detwiler, who also goes by Jeff Detwiler, is a registered financial advisor currently at GARCIA HAMILTON & ASSOCIATES LP located in Houston, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Detwiler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dylan Detwiler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2017 - Present

GARCIA HAMILTON & ASSOCIATES LP

Office #1: 5 Houston Center 1401 Mckinney St., Suite 1600, Houston, TX 77010-4037

RIA

CRD#: 108017

Houston, TX

Past

July 18, 2005 - November 1, 2007

AIM PRIVATE ASSET MANAGEMENT

RIA

CRD#: 109264

HOUSTON, TX

Past

August 11, 2003 - November 1, 2007

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

February 12, 2001 - July 8, 2003

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

June 5, 1998 - January 22, 2001

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

CRD#: 332

SAN MATEO, CA

Past

January 29, 1998 - April 3, 1998

LAWSON FINANCIAL CORPORATION

CRD#: 15261

PHOENIX, AZ

Past

November 10, 1997 - January 30, 1998

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GARCIA HAMILTON & ASSOCIATES LP

DAVIS HAMILTON JACKSON & ASSOCIATES LP | GARCIA HAMILTON & ASSOCIATES LP

CRD#: 108017 / SEC#: 801-56194

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(1/17/2025)

IAR

Texas
(11/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/15/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/15/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/11/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/8/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GARCIA HAMILTON & ASSOCIATES LP

DAVIS HAMILTON JACKSON & ASSOCIATES LP | GARCIA HAMILTON & ASSOCIATES LP

CRD#: 108017 / SEC#: 801-56194

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5 Houston Center 1401 Mckinney St., Suite 1600, Houston, TX 77010-4037

Mailing Address

Phone number

(713) 853-2322

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARCIA HAMILTON & ASSOCIATES, L.P. PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	417
AUM (Assets Under Management)	$ 22,797,748,972

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey D. Detwiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dylan Detwiler's CRS (Customer Relationship Summary).

Certified licenses

Experience

AIM PRIVATE ASSET MANAGEMENT

INVESCO DISTRIBUTORS, INC.

INVESCO DISTRIBUTORS, INC.

FRANKLIN/TEMPLETON DISTRIBUTORS, LLC

LAWSON FINANCIAL CORPORATION

PFS INVESTMENTS INC.

Primary Firm SEC Registration

GARCIA HAMILTON & ASSOCIATES LP

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2005

Series 63

Date: 12/15/2000

Series 7

Date: 3/11/2003

Series 6

Date: 11/8/1997

Current Firm

GARCIA HAMILTON & ASSOCIATES LP

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GARCIA HAMILTON & ASSOCIATES LP

TRUST BUT VERIFY

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