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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 Garcia is a registered investment advisor representative with Victory Capital Management Inc. Jeffrey has been in the securities industry since October 2007 and is licensed to offer advisory services in 52 states and the District of Columbia. Jeffrey has experience working at Citigroup Global Markets Inc. and Advisors Asset Management, Inc. Jeffrey holds Series 7, 66, and SIE licenses. Victory Capital Management Inc. is an investment advisor with $151.26 billion in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They offer advisory services, including selection of other advisors, financial planning, and portfolio management for businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
04/13/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
11/19/2020 - 04/06/2021
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
09/11/2008 - 09/14/2020
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
07/25/2007 - 09/04/2008
WADDELL & REED, INC. (CORPUS CHRISTI TX)
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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