John P. Garrett
Professional summary
John Patrick Garrett, who also goes by John Garrett, is a registered financial advisor currently at MFS INSTITUTIONAL ADVISORS INC. located in Boston, Massachusetts and MFS FUND DISTRIBUTORS, INC. located in Boston, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4, Series 24, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick Garrett's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 28, 2011 - Present
MFS INSTITUTIONAL ADVISORS INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199-7618July 25, 2011 - Present
MFS FUND DISTRIBUTORS, INC.
Office #1: 111 Huntington Avenue, Boston, MA 02199August 26, 2008 - July 11, 2011
NATIXIS ADVISORS, LLC
June 29, 2006 - July 11, 2011
NATIXIS DISTRIBUTION, LLC
April 5, 2006 - June 7, 2006
METLIFE INVESTORS DISTRIBUTION COMPANY
February 17, 2006 - June 20, 2006
TOWER SQUARE SECURITIES, INC.
June 13, 2005 - June 20, 2006
WALNUT STREET SECURITIES, INC.
June 13, 2005 - June 20, 2006
NEW ENGLAND SECURITIES
June 13, 2005 - June 20, 2006
METROPOLITAN LIFE INSURANCE COMPANY
June 13, 2005 - June 20, 2006
MSI FINANCIAL SERVICES, INC.
February 4, 2005 - June 6, 2005
FIDELITY DISTRIBUTORS COMPANY LLC
March 31, 2003 - August 19, 2003
METROPOLITAN LIFE INSURANCE COMPANY
March 31, 2003 - August 19, 2003
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
FINRA
Current Firm
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144 / SEC#: 801-46433
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,260 |
| AUM (Assets Under Management) | $ 111,845,233,320 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MFS INSTITUTIONAL ADVISORS INC.
CRD#: 107144Boston, MA 02199-7618TRUST BUT VERIFY
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