Optimum Financial Services, LLC

Overview

Optimum Financial Services, LLC is an SEC registered investment adviser based in Jackson, MS, registered since 1991. It reports $3M in assets under management across 486 accounts, with 4 employees. It has 3 investment adviser representatives.

Reported AUM

$3M

Discretionary

100%

Accounts

486

Average account

$618K

Employees

4

Advisory reps

3

Registered since

1991

Jurisdictions

4

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• John Walter Garrard II President, Chief Compliance Officer CRD 2042646
• William Hugh Garrard Manager, Executive Vice President CRD 6476150

Advisory reps 3 of 3

• John Walter Garrard II Investment Adviser Rep CRD 2042646
• John Walter Garrard III Investment Adviser Rep CRD 6997286
• William Hugh Garrard Investment Adviser Rep CRD 6476150

Location

Headquarters

1817 Crane Ridge Dr Ste 200
Jackson, MS 39216

County

Hinds

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: ofspm.com

Every state, with registration dates

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