Jeffrey Aaron Gardner
Investment adviser representative at Commonwealth Financial Network
17 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Commonwealth Financial NetworkMay 2024 to now
- Terramar WealthMay 2024 to now
- Various Insurance Carriers for W & R Insurance AgenciesAug 2009 to now
- Osaic Wealth, Inc.Sep 2023 to Apr 2024
- Sagepoint Financial AdvisorsApr 2011 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3178714
- Firm CRD
- 8032