Nathan Garrison

Chief Investment Officer at Pensionmark Financial Group LLC

Finance

Consumer Services

Profile

Nathan Otis Garrison is currently the Chief Investment Officer at Pensionmark Financial Group LLC since 2023.
Prior to this, he worked at Cambridge Investment Research, Inc. as an Assistant Vice President from 2006 to 2023.
Mr. Garrison received his undergraduate degree from the University of Virginia and his graduate degree from The Johns Hopkins University.

Nathan Garrison active positions

Companies	Position	Start
Pensionmark Financial Group LLC Pensionmark Financial Group LLC Investment ManagersFinance Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses.	Chief Investment Officer	31/05/2023

All active positions of Nathan Garrison

Former positions of Nathan Garrison

Companies	Position	End
Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC	Corporate Officer/Principal	31/05/2023

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Training of Nathan Garrison

University of Virginia	Undergraduate Degree
The Johns Hopkins University	Graduate Degree

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Linked companies

Private companies	2
Pensionmark Financial Group LLC Pensionmark Financial Group LLC Investment ManagersFinance Pensionmark Financial Group LLC (Pensionmark) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded by Troy Hammond in 2015. In 2022, they became a wholly-owned subsidiary of WIA Holdings LLC, which is ultimately owned by CB Clockwork Parent LLC. Pensionmark provides advisory services to Individuals and Retirement Plans including, 401(k) Plans, 403(b) Plans, pensions and profit-sharing plans, non-qualified plans, foundations, endowments, and corporations or other businesses.	Finance
Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC	Finance