James
Garraway
Simplified Wealth Management
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About this Advisor
James Garraway is a financial advisor based out of Hattiesburg, Mississippi with a total of 1 year of industry experience. Garraway is an advisor for Simplified Wealth Management. Throughout their career, Garraway has worked at Trustmark National Bank, Regions Financial Corp, Macs Fish Camp, Corner Market, Student, Thrivent Investment Management Inc, Thrivent Financial and Simplified Wealth Management. Garraway holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Mississippi. Simplified Wealth Management is a financial advisory firm operating out of Hattiesburg, MS. It has a total of six financial advisors. It oversees $121 million in assets under management among its 1,338 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,338 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. Simplified Wealth Management provides portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on the type of services. Fees billed by Simplified Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplified Wealth Management Brokerage Details
$121,023,916
6
1,338
$90,451
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
James Garraway Work History
James has been registered as a financial advisor for 1 years.*
Simplified Wealth Management
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Trustmark National Bank
Regions Financial Corp
Macs Fish Camp
Corner Market
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Garraway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplified Wealth Management
Hattiesburg, MS
Hattiesburg, MS
Hattiesburg, MS
Hattiesburg, MS
Hattiesburg, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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