Jason Lee Mcgarraugh
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Education Planning
- Insurance Planning
- Investment Planning
- Budgeting
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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OSAIC WEALTH, INC.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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OSAIC WEALTH, INC.
MARSHALL WEALTH MANAGEMENT, LLC
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Current Firm
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
Contact Information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086Phone Number
(817) 550-6750# of Employees
20SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,039AUM (Assets Under Management)
$969,768,698Similar Advisors
OSAIC WEALTH, INC.
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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.
Similar Advisors
OSAIC WEALTH, INC.
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Primary Firm SEC Registration
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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OSAIC WEALTH, INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Mcgarraugh's CRS (Customer Relationship Summary).
Services Offered by Jason
- Estate Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Education Planning
- Insurance Planning
- Investment Planning
- Budgeting
Similar Advisors
OSAIC WEALTH, INC.
MARSHALL WEALTH MANAGEMENT, LLC
SEQUENT PLANNING, LLC
