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Gretchen Marie Garcia

Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Edward JonesJan 2026 to now
  2. Cetera Investment Advisers LLCJul 2024 to Dec 2025
  3. Cetera Wealth Services LLCAug 2023 to Dec 2025
  4. Renaissance Financial GroupAug 2019 to Jan 2026
  5. Securian Financial Services IncJul 2019 to Aug 2023
  6. Kodner Watkins LcJan 2019 to May 2019
  7. Peabody EnergyMay 2018 to Aug 2018
  8. Stange Law Firm PcMay 2017 to Sep 2018
  9. Washington University In St. LouisMay 2017 to Jul 2017
  10. Ppl for Mo HouseholdFeb 2017 to Jan 2018
  11. Clayton Shaw Park Swim TeamAug 2016 to Jul 2019
  12. Saint Louis University School of LawAug 2016 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
6660497
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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