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JG

Jaimin M. Garabedian

ASSURANCE WEALTH MANAGEMENT
The Woodlands, TX 77380
Some features on this profile are disabled
CRD#: 5984318
JG

Professional summary


Jaimin Michael Garabedian, who also goes by Jaimin Garabedian, is a registered financial advisor currently at ASSURANCE WEALTH MANAGEMENT located in The Woodlands, Texas.

Jaimin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jaimin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jaimin Garabedian

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.
ASSURANCE INSURANCE SERVICES LLC; INV REL; INSURANCE AGENT; INSURANCE SALES (LIFE, ACCIDENT, HEALTH & HMO),; THE WOODLANDS, TX; SPENDS APPROX. 50% OF TIME SPENT IN THIS BUSINESS; START 01/2023. ASSURANCE ADVISORS LLC; NOT INV REL; OWNER; HOLDING COMPANY; THE WOODLANDS, TX; MINIMAL TIME SPENT IN THIS BUSINESS; START 01/2023. Assurance Family Office, LLC fka JMG BUSINESS CONSULTING, LLC; Not Investment Related; Owner; Advise individuals and business owners on reducing business risk through strategic alliances; Approximately 5-10 hours spent per month; Less than 1 hour per month spent during securities trading hours; START 01/2023.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jaimin Michael Garabedian's 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

January 16, 2019 - Present

ASSURANCE WEALTH MANAGEMENT

Office #1: 9400 Grogans Mill Rd Suite 340, The Woodlands, TX 77380
RIA
CRD#: 299459
The Woodlands, TX
Past

September 29, 2017 - January 11, 2019

POST OAK PRIVATE WEALTH ADVISORS

RIA
CRD#: 159293
HOUSTON, TX
Past

December 20, 2011 - October 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
THE WOODLANDS, TX
Past

November 16, 2011 - October 2, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
THE WOODLANDS, TX

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
(1/16/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AW
ASSURANCE WEALTH MANAGEMENT
ASSURANCE WEALTH MANAGEMENT | GB WEALTH ADVISORS LLC

CRD#: 299459 / SEC#:

Texas
Registered Investment Advisory firm - (1/16/2019 Approved)
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Contact information


Main Address
9400 Grogans Mill Rd Suite #340, The Woodlands, TX 77380
Mailing Address
Phone number
(281) 440-4200
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts111
AUM (Assets Under Management)$ 23,900,000

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.

Company Information


ASSURANCE WEALTH MANAGEMENT

CRD#: 299459The Woodlands, TX 77380

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