Garret Jett has been Member, Chief Compliance Officer of First Source Investment Partners since July 2022, is a control person of the firm and directly owns between 50% and 75% of it.
First Source Investment Partners, LLC is a Lone Tree, CO firm with $154M under management, 220 clients and 3 advisers in one office, as of its March 2026 filing.
Garret Jett is Founding Partner of Tier One Wealth Management, based in Lone Tree, CO. He has 25 years of experience as a Financial Advisor and focuses on investment planning and asset allocation. He holds the Series 65 Investment Adviser Representative license.
Garret Jett’s longest registration was 7 years at SPC (2015–2022). Before joining First Source Investment Partners in 2022, Garret Jett was registered through SPC and Ameriprise Financial Services, Inc.
- Tier One Wealth ManagementCurrent– present · 4 yearsLone Tree, CO · Adviser representative · Firm CRD 322893
- SPC– · 7 yearsLone Tree, CO · Adviser representative · Firm CRD 110692
- Ameriprise Financial Services, Inc.– · 5 yearsLone Tree, CO · Adviser representative · Firm CRD 6363
- Ameriprise Advisor Services, Inc.– · 6 yearsLone Tree, CO · Adviser representative · Firm CRD 5979
- Morgan Stanley– · 4 yearsDenver, CO · Adviser representative · Firm CRD 7556
Professional designations
Listed by First Source Investment Partners
- Accredited Portfolio Management Advisor℠
Investment adviser representative registrations
Garret Jett is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2022; the most recent is California, in February 2023.
- CaliforniaSince 24 February 2023
- ColoradoSince 10 October 2022
- TexasResidentSince 10 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 3 June 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 1997 |
| Series 7 | General Securities Representative Examination | 27 August 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Garret Thomas Jett
- CRD
- 2908427
- Firm
- First Source Investment Partners · CRD 322893
- Role
- Member, Chief Compliance Officer
- Office
- 9380 STATION STREET, SUITE 535, Lone Tree, CO 80124
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tieronewm.com
Where does Garret Jett work?
Garret Jett has been Member, Chief Compliance Officer of First Source Investment Partners, LLC since July 2022, and is a control person of the firm.
Is Garret Jett a financial advisor?
Yes. Garret Jett has a current investment-adviser registration in California, Colorado and Texas, through First Source Investment Partners since October 2022.
How many years of experience does Garret Jett have?
Garret Jett has 29 years in the financial industry, since August 1997, across 5 adviser firms.
What exams has Garret Jett passed?
Garret Jett has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in August 1997. FINRA credited Garret Jett with the SIE, which began in October 2018.
Where did Garret Jett work before First Source Investment Partners?
Before First Source Investment Partners, Garret Jett was registered through Ameriprise Financial Services, Inc., October 2009 to March 2015; Ameriprise Advisor Services, Inc., July 2003 to October 2009; Morgan Stanley, March 1999 to July 2003.
Where is Garret Jett based?
Garret Jett’s registered office is in Lone Tree, CO.
Is Garret Jett registered with FINRA?
No. Garret Jett has no current broker registration.
How can I verify Garret Jett’s record?
Search CRD 2908427 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garret Jett’s full registration record.
