Jason McGarraugh has been Director of Human Development of Garrett Wealth Advisory Group since January 2025, is a control person of the firm and directly owns under 5% of it. Jason McGarraugh holds a Bachelor of Business Administration in Finance from Texas Tech University - Rawls College of Business and a Master of Science from Texas Tech University - School of Financial Planning.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Jason McGarraugh is a Wealth Advisor of BentOak Capital. He has more than 20 years of experience in financial planning for high-net-worth individuals and families, covering retirement strategies, asset management and insurance planning. In 2016 he completed a 10-year succession plan, acquiring his business partner's practice.
Jason McGarraugh’s longest registration was 18 years at LPL Financial LLC (2006–2024). Before joining Garrett Wealth Advisory Group in 2024, Jason McGarraugh was registered through Neal Financial Group, L.P. and LPL Financial LLC.
- Neal Financial Group, L.P.– · 17 yearsTomball, TX · Adviser representative · Firm CRD 124112
- LPL Financial LLC– · 18 yearsKaty, TX · Adviser representative · Firm CRD 6413
- Waddell & Reed, Inc.– · 2 yearsLubbock, TX · Adviser representative · Firm CRD 866
Professional designations
Listed by Garrett Wealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason McGarraugh is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 22 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 October 2003 |
| Series 7 | General Securities Representative Examination | 13 October 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Lee McGarraugh
- CRD
- 4711188
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Role
- Director of Human Development
- Office
- 24650 Kingsland Blvd, Katy, TX 77494
- Registration
- Investment adviser registration
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bentoakcapital.com
Where does Jason McGarraugh work?
Jason McGarraugh has been Director of Human Development of Garrett Wealth Advisory Group, LLC since January 2025, and is a control person of the firm.
Is Jason McGarraugh a financial advisor?
Yes. Jason McGarraugh has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since April 2024.
How many years of experience does Jason McGarraugh have?
Jason McGarraugh has 23 years in the financial industry, since October 2003, across 4 adviser firms.
What exams has Jason McGarraugh passed?
Jason McGarraugh has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2003. FINRA credited Jason McGarraugh with the SIE, which began in October 2018.
Where did Jason McGarraugh work before Garrett Wealth Advisory Group?
Before Garrett Wealth Advisory Group, Jason McGarraugh was registered through Neal Financial Group, L.P., February 2007 to March 2024; Waddell & Reed, Inc., October 2003 to June 2006.
Where is Jason McGarraugh based?
Jason McGarraugh’s registered office is in Katy, TX.
Is Jason McGarraugh registered with FINRA?
No. Jason McGarraugh has no current broker registration.
Is Jason McGarraugh a CFP?
Garrett Wealth Advisory Group lists Jason McGarraugh with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason McGarraugh’s record?
Search CRD 4711188 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason McGarraugh’s full registration record.
