Jeffrey
Garcia
Great Point Advisors, LLC
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About this Advisor
Jeffrey Garcia is a financial advisor based in Chicago, Illinois, working with Great Point Advisors, LLC. Jeffrey has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Massmutual Life Insurance Company, Mml Investors Services LLC, and Great Point Capital, LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Illinois and New York. Currently, Jeffrey is part of Great Point Advisors, LLC, which operates out of Chicago, Illinois. The firm has 22 employees and manages assets totaling $14.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Great Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Point Advisors, LLC Brokerage Details
$14,580,323
22
88
$165,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Garcia Work History
Great Point Capital, LLC
Morgan Stanley Private Bank, National Association
Massmutual Life Insurance Company
Mml Investors Services LLC
Morgan Stanley
Disclosures
Please visit the SEC profile of Jeffrey Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Point Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Paradise Valley, AZ
Wellfleet, MA
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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