Jennifer Garcia, financial advisor La Mirada CA

Jennifer Garcia

CRD Number: 7286356
Current Firm: Primerica Advisors

Jennifer Garcia (CRD# 7286356) is an Investment Advisor Representative working at Primerica Advisors in La Mirada, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Vri Americas Lake Forest, CA Dec 2022 - Current 1
Pfs Investments Inc. La Mirad, CA Oct 2020 - Current 3
Primerica Financial Services La Mirad, CA Sep 2018 - Current 5
Bethesda Lutheran Communities Mission Viejo, CA Oct 2018 - Jan 2022 3
Mcdonald's Dana Point, CA Oct 2016 - Oct 2018 2
High School Laguna Hills, CA Sep 2014 - Sep 2018 4
Empanada Maker Mission Viejo, CA Sep 2016 - Sep 2017 1
Middle School Lake Forest, CA Sep 2012 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2021
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Jennifer Garcia
Phone Number: 833-786-0550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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