Jeffrey Garcia, financial advisor San Antonio TX

Jeffrey Garcia

CRD Number: 5317282
Current Firm: Victory Capital Management Inc.

Jeffrey Garcia (CRD# 5317282) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Capital Management, Inc. San Antonio, TX Apr 2021 - Current 2
Victory Capital Services San Antonio, TX Apr 2021 - Current 2
Citigroup San Antonio, TX Sep 2020 - Apr 2021 < 1
Advisors Asset Management Boerne, TX Sep 2008 - Sep 2020 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Jeffrey C. Garcia
Phone Number: 877-660-4400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,836
    MILLIONS
  • Total Number of Accounts
    3,419
    ACCOUNTS
  • Average Account Value
    $41,192,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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