Francisco Garcia
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$1TFirm assets
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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.
- Edward JonesJan 2018 to now
- Anderson and AssociatesAug 2017 to Dec 2017
- Sierra Nevada Brewing CompanyMay 2017 to Jul 2017
- Lost Dutchman TaproomJan 2017 to May 2017
- Anderson and AssociatesOct 2016 to Apr 2017
- Chico Heat Baseball ClubMar 2016 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6895328
- Firm CRD
- 250