Jeffrey Gardner is a seasoned Wealth Advisor with extensive experience in the financial services industry. Currently employed at Terramar Wealth since July 2014, Gardner provides securities and investment advisory services through SagePoint Financial, Inc., a member of FINRA/SIPC. In addition to this role, Gardner has served as an Investment Advisor Representative at SagePoint Financial since April 2010. Prior experience includes a position as District Manager and Financial Advisor at Independent Capital Management from April 2010 to January 2014. Educational credentials include a Bachelor of Science in Marketing from Chapman University, attended from 1992 to 1994, along with secondary education at Baytown Lee and Westbrook High School.
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