Advisor at October Wealth Advisors, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
October Wealth Advisors, Inc
Location
Fort Smith, AR 72901
Credentials
Series 65
Industry experience
10 years
Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.
One client engaged on a flat fee basis (amount not specified)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee
322 North 8 Th Street
Fort Smith, AR 72901
Arkansas
October Wealth Advisors, Inc.
2013 - Present (13 years)
Lawn & Landscaping
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Alma, AR
QVG, LLC
Series 63
Fort Smith, AR
October Wealth Advisors, Inc
CFA®, Series 63, Series 65
Alma, AR
QVG, LLC
Series 63, Series 65
Fort Smith, AR
Vertis Wealth, LLC
Series 65
Fort Smith, AR
Digital Wealth Partners
Series 66
Ft Smith, AR
Arvest Wealth management
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