Juan A Garcia
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
10 years in the industry.
- Kestra Advisory Services, LLCApr 2025 to now
- Kestra Investment Services, LLCApr 2025 to now
- Raymond James & Associates, Inc.Apr 2024 to Apr 2025
- Morgan Stanley Private Bank, N.ADec 2022 to Apr 2024
- Morgan Stanley Smith Barney LLCOct 2022 to Apr 2024
- Lone Star National BankAug 2019 to May 2020
- North Capital Inc.Oct 2016 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5251261
- Firm CRD
- 283330