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Kara Joyce Marquez

Nautilus Advisors LLC

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About Kara Joyce Marquez

Kara Marquez is a Registered Investment Advisor with Nautilus Advisors LLC. Kara Marquez is a Certified Financial Planner with over 7 years of experience in the financial services industry. Kara Marquez has worked previously with both J.P. Morgan Securities LLC and Fidelity Brokerage Services LLC. Kara Marquez currently serves as a Registered Investment Advisor Representative in California and is specialized in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Kara Marquez is focused on providing comprehensive financial advice to high net worth individuals, individuals other than high net worth, and charitable organizations.

Firm Information

Kara Marquez is currently registered with Nautilus Advisors LLC. Nautilus Advisors LLC is an investment advisor headquartered in San Diego, CA. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a focus on financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $235 million in assets for 468 clients.
Nautilus Advisors LLC

4747 MORENA BLVD.

SAN DIEGO, CA 92117

$235.28M

Assets Under Management

Not reported

Total Clients

3

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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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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Kara Marquez’s Registration & Firm History

CA

04/26/2018 - Present

Nautilus Advisors LLC (Ladera Ranch CA)

CA

10/02/2014 - 04/11/2018

J.P. MORGAN SECURITIES LLC (SAN JUAN CAPISTRANO CA)

CA

11/01/2011 - 09/08/2014

FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)

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Licenses & Designations

BOTH

Issued 11/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kara Joyce Marquez.
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