As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Georgia Tech Alumni Association
Atlanta, GA - Georgia State University Alumni Association
Atlanta, GA - Chastain Park Civic Association
Board Member & Treasurer
Atlanta, GA - Buckhead Referral Madness Builders BNI Chapter
Atlanta, GA
- Alternative Investments
- Asset Management
- Business Planning
- Estate Planning
- Financial Planning
- Qualified Plans
- Retirement Planning
- Wealth Management
- Qualified Retirement Plans
- 401k Rollovers
- MBA - Finance and Information Systems, 2000
Georgia State University
Atlanta, GA
- B.S. - Chemical Engineering, 1996
Georgia Institute of Technology
Atlanta, GA
- Series 7 - General Securities Representative, 2006
- Series 31 - Managed Futures & Commodities, 2007
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam, 2006
- Life, Heath & Variable Insurance, 2006
- Wealth Advisory Associate Designation, 2006
- Item One
- Item Two
- Item Three
- 2006
- Present: Morgan Stanley Smith Barney
Financial Advisor
Atlanta, GA
- 2005
- 2006: Various
Supply Chain Consultant
Atlanta, GA
- 2002
- 2005: Cendian Corporation
Senior Implementation Analyst
Atlanta, GA
- 2000
- 2002: Arthur Andersen LLP
Consultant
Atlanta, GA
- 1996
- 2000: Gables Resident Trust
Business Manager
Atlanta, GA
Too many IRAs? Call or email us to help consolidate your retirement plans.
Before you buy another CD, call or email us about our wide selection of CDs with competitive yields, and make a more informed investment.
As a business owner who is responsible for the Company's 401(k) plan, are you concerned about the 401(k) plan's performance and whether or not there is a better way? We work with business owners to create and implement custom pension plans.
Jubal Gatwood is licensed in the following state(s):
AL, CA, FL, GA, IL, IN, MA, MD, MS, NJ, PA, SC, TN, VA
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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