Jorge Garcia-Rico (CRD# 6499608) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Converse, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Converse, TX | Sep 2022 - Current | 1 |
| J.p. Morgan Securities LLC | San Antonio, TX | Aug 2021 - Sep 2022 | 1 |
| Jpmorgan Chase Bank, N.a. | San Antonio, TX | Aug 2020 - Sep 2022 | 2 |
| Charter Communications | San Antonio, TX | Jun 2020 - Aug 2020 | < 1 |
| Unemployed | San Antonio, TX | Jul 2018 - May 2020 | 1 |
| Usaa | San Antonio, TX | Mar 2018 - Jun 2018 | < 1 |
| Unemployed | San Antonio, TX | Sep 2017 - Feb 2018 | < 1 |
| Capital Group | San Antonio, TX | May 2015 - Aug 2017 | 2 |
| Unemployed | San Antonio, TX | Feb 2015 - Apr 2015 | < 1 |
| Ups | San Antonio, TX | Oct 2014 - Jan 2015 | < 1 |
| Unemployed | San Antonio, TX | Jun 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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