Jennifer
Garcia

Pfs Investments Inc

CRD#7286356
Investment Advisor
in La Mirada, CA

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About this Advisor

Jennifer Garcia is a financial advisor working out of La Mirada, California with 1 year of industry experience. Garcia is an advisor for Pfs Investments Inc. Over the course of their career, they have held roles at Middle School, High School, Empanada Maker, Mcdonald'S, Bethesda Lutheran Communities, Primerica Financial Services, Pfs Investments Inc and Vri Americas. Garcia holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Pfs Investments Inc is a company based in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 advisors. It oversees $7 billion in total assets between its 56,552 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 56,552 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial management fees largely vary depending on which services are provided. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

16870 Valley View Ave
La Mirada, CA 90638

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

CA Average: $3,570,121,308
Total Number of Employees

3,449

CA Average: 58
Total Number of Accounts

56,552

CA Average: 1,608
Average Account Size

$125,337

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jennifer Garcia Work History

Jennifer has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Vri Americas

2020 - Present (4 years)

Pfs Investments Inc

2018 - Present (6 years)

Primerica Financial Services

2018 - 2022 (4 years)

Bethesda Lutheran Communities

2016 - 2017 (1 year)

Empanada Maker

2016 - 2018 (2 years)

Mcdonald'S

2014 - 2018 (4 years)

High School

2012 - 2014 (2 years)

Middle School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Robert Robinette
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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