Our Services

“High touch service of a boutique firm with the expertise of bulge bracket firms.”


*Proposed models are portfolio guidelines created and used by Jay B. Gadberry, and are not funds. Each client account holds securities directly, and each account is managed on the basis of the client’s financial situation, investment objectives and reasonable restrictions.

**GFG partners with trusted third parties to facilitate your needs

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Adviser; a copy of NAM’s brochure is available on NAM’s website. Fixed Insurance products offered through National Insurance Corporation (NIC). Accounts may be held at National Financial Services (NFS), LLC, a Fidelity Investments® company.

We currently have individuals licensed to offer securities in the states of:  AR, CA, CO, FL, GA, IL, LA, MS, MO, NC, NM, OK, SC, TN, and TX.  This is not an offer to sell securities in any other state or jurisdiction.

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