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John Cabral Cruz

Garde Capital, Inc.

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About John Cabral Cruz

John Cabral Cruz is an investment advisor representative registered with Garde Capital, Inc. in Washington, Arizona, Illinois, and California. John has experience in the industry dating back to November 2006, with previous registrations at UBS Financial Services Inc. and Ameriprise Financial Services, Inc. John specializes in providing financial planning and portfolio management services for individuals, corporations, and charitable organizations. John also offers pension consulting and educational seminars.

Firm Information

John Cruz is currently registered with Garde Capital, Inc.. Garde Capital, Inc. is a Seattle, Washington-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Garde Capital, Inc.

1301 FIFTH AVENUE

SEATTLE, WA 98101

$2.09B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Cruz’s Registration & Firm History

WA

02/24/2011 - Present

Garde Capital, Inc. (SEATTLE WA)

WA

09/07/2007 - 09/15/2009

UBS FINANCIAL SERVICES INC. (SEATTLE WA)

WA

11/02/2006 - 07/31/2007

AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 09/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Cabral Cruz.
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