Aaron Mathew Garcia
Investment adviser representative at Kwb Wealth
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCOct 2025 to now
- Kwb WealthSep 2025 to now
- LPL Enterprise, LLCNov 2024 to Sep 2025
- Pruco Securities LLCApr 2023 to Nov 2024
- PrudentialOct 2022 to Sep 2025
- Pruco Securities LLCOct 2022 to Feb 2023
- UnemployedMar 2022 to Sep 2022
- Northwestern MutualJun 2021 to Mar 2022
- Mutual of Omaha Investor ServicesMar 2021 to Jun 2021
- Mutual of OmahaOct 2020 to May 2021
- Val Verde Unified School DistrictSep 2018 to Oct 2020
- PrimericaSep 2017 to Jan 2019
- Mocha JoesSep 2016 to Jun 2017
- Texas RoadhouseSep 2016 to Jun 2017
- Anderson UniversityAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kwb Wealth
$1.2BAssets managed
1,971Clients
10Advisers
6 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
- 6730929
- Firm CRD
- 300921