Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Marcelino Garcia is a financial advisor registered in Texas. Jon has been in the industry since November 2012 and currently works for Charles Schwab & CO., Inc. Jon specializes in financial planning and providing investment advice to clients. Jon has passed a number of industry exams including the Series 66, Series 7, Series 10 and Series 9 exams. Jon's professional career spans a period of over 11 years.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/23/2013 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 09/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jon Garcia is the right advisor for you? Invested Better is here to help.
