Karla P Garcia
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesDec 2023 to now
- JP Morgan Chase Bank, N.A.Aug 2022 to Aug 2023
- Ringo Transport LLCJul 2021 to Nov 2023
- JP Morgan Securities, LLCJul 2018 to Aug 2022
- Golden Auto Wholesalers, LLCApr 2017 to Oct 2020
- JPMorgan Chase Bank NAJun 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5550887
- Firm CRD
- 250