Jose Garcia, financial advisor Wellesley MA

Jose Garcia

CRD Number: 6682178
Current Firm: Ameriprise Financial Services, LLC

Jose Garcia (CRD# 6682178) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellesley, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Wellesley, MA Jul 2016 - Current 4
N/a New Haven, CT May 2016 - Jul 2016 < 1
Providence College Providence, RI Aug 2012 - May 2016 3
State Street Corporation Boston, MA Jun 2015 - Aug 2015 < 1
Amarante's Sea Cliff New Haven, CT May 2010 - Aug 2014 4
Notre Dame High School West Haven, CT Jun 2008 - Jun 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Jose L. Garcia
Phone Number: 612-671-3131
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    313,282
    MILLIONS
  • Total Number of Accounts
    1,488,886
    ACCOUNTS
  • Average Account Value
    $210,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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