Jorge A Garcia
Investment adviser representative at Gallagher Fiduciary Advisors, LLC
25 yearsExperience
2 statesRegistered in
$194.8BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Osaic WealthAug 2025 to now
- Gallagher Fiduciary Advisors, LLCApr 2025 to now
- Principal Securities IncJun 2001 to Feb 2025
- Principal Life Insurance CompanyFeb 2001 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, IL).
Gallagher Fiduciary Advisors, LLC
$194.8BAssets managed
6,120Clients
123Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4419209
- Firm CRD
- 146509