Blair Garner has been President and Chief Compliance Officer of Garner Financial Management since January 2019, is a control person of the firm and directly owns 75% or more of it. Blair Garner holds an M.S. in Financial Analysis and Investment Management from St. Mary's College of California.
Garner Financial Management, Inc. is a Lafayette, CA firm with $153M under management, 117 clients and 1 adviser across 2 offices, as of its February 2026 filing.
Blair Garner is Owner of Garner Financial Management and an investment advisor. He continues to serve as a Colonel in the United States Marine Corps Reserve.
- Garner Financial ManagementCurrent– present · 14 yearsFranklin, TN · Adviser representative · Firm CRD 131628
Professional designations
Listed by Garner Financial Management
- CFA®
- CFP®
Investment adviser representative registrations
Blair Garner is registered as an investment adviser representative in 2 states. The first approvals date from August 2012; the most recent is Tennessee, in November 2022.
- CaliforniaSince 20 August 2012
- TennesseeSince 18 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 August 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Blair Jason Garner
- CRD
- 6093058
- Firm
- Garner Financial Management · CRD 131628
- Role
- President and Chief Compliance Officer
- Office
- Franklin, TN
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- garnerfinancialmanagement.com
Where does Blair Garner work?
Blair Garner has been President and Chief Compliance Officer of Garner Financial Management, Inc. since January 2019, and is a control person of the firm.
Is Blair Garner a financial advisor?
Yes. Blair Garner has a current investment-adviser registration in California and Tennessee, through Garner Financial Management since August 2012.
How many years of experience does Blair Garner have?
Blair Garner has 14 years in the financial industry, since August 2012, across 1 adviser firm.
What exams has Blair Garner passed?
Blair Garner passed the Series 65 in August 2012.
Where is Blair Garner based?
Blair Garner’s registered office is in Franklin, TN.
Is Blair Garner registered with FINRA?
No. Blair Garner has no current broker registration.
Is Blair Garner a CFP?
Garner Financial Management lists Blair Garner with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Blair J. Garner biography, garnerfinancialmanagement.com
Is Blair Garner a CFA charterholder?
Garner Financial Management lists Blair Garner with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
Source: Blair J. Garner biography, garnerfinancialmanagement.com
How can I verify Blair Garner’s record?
Search CRD 6093058 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blair Garner’s full registration record.