OPTIMUM FINANCIAL SERVICES, LLC of JACKSON, MS is an SEC-registered investment adviser (CRD 105878). Regulatory assets under management: $300.2M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Walter Garrard | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| William Hugh Garrard | EXECUTIVE VICE PRESIDENT | — |
| Frank Swayze Brumfield | MANAGER | — |
| STONE AUGUST JOSEPH | INVESTMENT ADVISOR REPRESENTATIVE; PRESIDENT; PRESIDENT/ CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GARRARD JOHN WALTER | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT/DIRECTOR; MANAGER (+1 more) | — |
| BRUMFIELD FRANK SWAYZE | CONTROL PERSON; MANAGER | — |
| WEISSINGER ROY TABOR | 5% SHAREHOLDER | — |
| BARBOUR JEPTHA FOWLKES | MANAGER | — |
| WEGENER ERIC E | MEMBER; MEMEBER | — |
| BOURNE RUSS M | MANAGER | — |
| GARRARD WILLIAM HUGH | EXECUTIVE VICE PRESIDENT; MANAGER; MANAGER/EXECUTIVE VICE PRESIDENT (+1 more) | — |
| HARPER WILLIAM B | MEMBER | — |