Jason L. Mcgarraugh

BENTOAK CAPITAL

Katy, TX 77494

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CRD#: 4711188

Professional summary

Jason Lee Mcgarraugh, CFP® is a registered financial advisor currently at BENTOAK CAPITAL located in Katy, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Estate Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Education Planning

Insurance Planning

Investment Planning

Budgeting

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

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 Jason Lee Mcgarraugh'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

April 22, 2024 - Present

BENTOAK CAPITAL

Office #1: 24650 Kingsland Blvd, Katy, TX 77494

RIA

CRD#: 173563

Katy, TX

Past

February 9, 2007 - March 20, 2024

NEAL FINANCIAL GROUP, L.P.

RIA

CRD#: 124112

TOMBALL, TX

Past

June 1, 2006 - September 30, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

KATY, TX

Past

June 1, 2006 - December 20, 2024

LPL FINANCIAL LLC

CRD#: 6413

KATY, TX

Past

October 23, 2003 - June 6, 2006

WADDELL & REED

RIA

CRD#: 866

LUBBOCK, TX

Past

October 14, 2003 - June 6, 2006

WADDELL & REED

CRD#: 866

LUBBOCK, TX

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".

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 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

Texas
(4/22/2024)

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: 10/22/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/13/2003

General Securities Representative Examination

Current Firm

BENTOAK CAPITAL

CRD#: 173563 / SEC#: 801-80598

RIA

Registered Investment Advisory firm - (11/25/2014 Approved)

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Contact information

Main Address

201 Ft. Worth Hwy., Weatherford, TX 76086

Mailing Address

Phone number

(817) 550-6750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GARRETT WEALTH ADVISORY GROUP DISCLOSURE BROCHURE (2/10/2026)

GARRETT WEALTH ADVISORY GROUP - WRAP FEE BROCHURE (9/23/2025)

Regulatory assets under management

Total Number of Accounts	1,769
AUM (Assets Under Management)	$ 803,657,019

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jason L. Mcgarraugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Mcgarraugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEAL FINANCIAL GROUP, L.P.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

BENTOAK CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/2003

SIE

Date: 10/1/2018

Series 7

Date: 10/13/2003

Current Firm

BENTOAK CAPITAL

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENTOAK CAPITAL

TRUST BUT VERIFY

Contact information

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