Jack David Garrison
Investment adviser representative at Strategic Wealth Group
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Chanhassen High SchoolJun 2024 to now
- Strategic Wealth GroupDec 2022 to now
- Strategic Wealth Group Registered Investment Advisor, LLCDec 2022 to now
- LPL Financial LLC dba Strategic Wealth GroupJun 2021 to now
- Kwik Trip IncorporatedAug 2016 to now
- The Advisory Realty GroupJun 2019 to Jun 2021
- Full Time StudentAug 2012 to May 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 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
- 7390197
- Firm CRD
- 284430