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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Antonio Garcia is a financial advisor with Great Point Advisors, LLC. Jeffrey has been in the industry since 2008. Jeffrey's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisors. Jeffrey's firm, Great Point Advisors, LLC, specializes in providing financial advice to individuals, corporations, and high-net-worth individuals. Prior to joining Great Point Advisors, LLC, Jeffrey worked as a Financial Advisor at MML Investors Services, LLC, Morgan Stanley, and TD Ameritrade, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/15/2024 - Present
Great Point Advisors, LLC (CHICAGO IL)
NY
08/19/2015 - 03/29/2016
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
MA
05/23/2014 - 03/18/2015
MORGAN STANLEY (MIDDLETON MA)
MA
08/17/2012 - 04/28/2014
MIDAMERICA FINANCIAL SERVICES, INC. (QUINCY MA)
MA
03/13/2009 - 08/31/2010
TD AMERITRADE, INC. (QUINCY MA)
RI
09/05/2006 - 10/05/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NH
09/24/2004 - 09/20/2006
MORGAN STANLEY DW INC. (PORTSMOUTH NH)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 11/02/2010
Series 3 - National Commodity Futures Examination
BC
Issued 01/07/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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