Diego N 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 JonesJan 2025 to now
- Morgan StanleyJan 2023 to Jan 2025
- Justly Markets, LLCFeb 2022 to Jul 2022
- UnemployedJan 2022 to Jan 2022
- Independent Investment Bankers CorpAug 2021 to Dec 2021
- First Choice Business BrokersAug 2020 to Jan 2023
- State Street Global AdvisorsJul 2020 to Aug 2021
- JPMorgan Chase Bank, N.A.Aug 2019 to Jul 2020
- VanguardJun 2018 to Aug 2019
- Northern Trust CorporationDec 2017 to Jun 2018
- UnemployedAug 2017 to Nov 2017
- Thornburg InvestmentJan 2017 to Apr 2017
- University of Southern CaliforniaMay 2015 to Aug 2017
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
- 6287387
- Firm CRD
- 250