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GJ

Garrett G. Jones

CROSSROADS PLANNING
Orange, CA 92868
Some features on this profile are disabled
CRD#: 6386197
GJ

Professional summary

Garrett Gunnar Jones, CFP® is a registered financial advisor currently at CROSSROADS PLANNING located in Orange, California.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Garrett has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

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.
Garrett Jones is employed by Crossroads Tax Planning as a Tax Preparer and his activities involve preparing tax returns and meeting with clients regarding their tax situation. This activity accounts for up to 10 hours per week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Gunnar Jones'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®
CFP®

Certified Financial Planner

Experience

Current

June 28, 2019 - Present

CROSSROADS PLANNING

Office #1: 765 The City Dr. S, Suite 390, Orange, CA 92868
RIA
CRD#: 277127
Orange, CA
Past

August 9, 2017 - September 6, 2018

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NEWPORT BEACH, CA
Past

April 28, 2017 - September 6, 2018

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEWPORT BEACH, CA

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
California
(6/28/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 6/30/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2017
General Securities Representative Examination

Current Firm

CROSSROADS PLANNING
CROSSROADS PLANNING
CROSSROADS PLANNING | CROSSROADS PLANNING, LLC

CRD#: 277127 / SEC#:

California
Registered Investment Advisory firm - (1/23/2018 Approved)
Texas
Registered Investment Advisory firm - (1/28/2022 Conditional Restricted)
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Contact information

Main Address
765 The City Dr. S, Suite 390, Orange, CA 92868
Mailing Address
Phone number
(714) 890-0808
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts319
AUM (Assets Under Management)$ 50,726,501

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

CROSSROADS PLANNING

CROSSROADS PLANNING

CRD#: 277127Orange, CA 92868

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