Gerardo Garcia (CRD# 5179105) is an Investment Advisor Representative working at Encompass More Asset Management LLC in Stockton, CA and has over 16 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 2595956
J.p. Morgan Securities LLC
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass More Asset Management LLC | Danville, CA | Aug 2022 - Current | 1 |
| Appreciation Financial | Las Vegas, NV | Dec 2008 - Current | 15 |
| Verity Asset Management | Durham, NC | Apr 2019 - Dec 2022 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
- TX
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Total Assets Under Management229MILLIONS
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Total Number of Accounts2,835ACCOUNTS
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Average Account Value$80,610
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY
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