Jon-Erik
Garrido

October Wealth Advisors, Inc

CRD#6439405
Investment Advisor
in Fort Smith, AR

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About this Advisor

Jon-Erik Garrido is a financial advisor whose office is in Fort Smith, Arkansas. Currently a registered financial advisor with October Wealth Advisors, Inc, Garrido has 11 years of professional experience. Garrido has a Series 65 license, certifying the advisor as an investment advisor representative. Garrido is able to operate in Arkansas. During their career, Garrido has held roles at October Wealth Advisors, Inc, Lawn & Landscaping, Dollar Tree, University Of Arkansas - Fort Smith and Select Energy Services. October Wealth Advisors, Inc is headquartered in Fort Smith, Arkansas. In total, October Wealth Advisors, Inc manages $90 million in assets throughout 313 client accounts and employs three staff members. The amount of assets the firm manages places it among the smaller financial advisory firms in the country. The firm manages 296 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 20% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. October Wealth Advisors, Inc can offer portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

322 North 8Th Street
Fort Smith, AR 72901

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October Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$90,229,482

AR Average: $880,205,985
Total Number of Employees

3

AR Average: 42
Total Number of Accounts

313

AR Average: 1,714
Average Account Size

$288,273

AR Average: $513,539

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jon-Erik Garrido Work History

Jon-Erik has 11 years of experience.

2013 - Present (8 years)

October Wealth Advisors, Inc

2009 - Present (12 years)

Lawn & Landscaping

2012 - 2013 (1 year)

Dollar Tree

2010 - 2011 (1 year)

Select Energy Services

2009 - 2013 (4 years)

University Of Arkansas - Fort Smith

Disclosures

Jon-Erik Garrido has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at October Wealth Advisors, Inc

David Craig
Fort Smith, AR
Jon-Erik Garrido
Fort Smith, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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