Jose C. Garcia

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

9 years in the industry.

1. J.P. Morgan Securities LLCDec 2025 to now
2. JPMorgan Chase Bank, N.A.Dec 2025 to now
3. Midlands ToyotaOct 2025 to Nov 2025
4. Ameriprise FinancialMar 2025 to Sep 2025
5. Ameriprise Financial Services LLCMar 2025 to Sep 2025
6. Thrivent Investment Management IncOct 2024 to Mar 2025
7. Thrivent FinancialSep 2024 to Mar 2025
8. Oneamerica Securities IncFeb 2024 to Oct 2024
9. AutonationJul 2022 to Aug 2022
10. Jim Hudson AutomotiveJun 2022 to Sep 2024
11. Camping WorldApr 2022 to Jun 2022
12. Oneamerica Securities IncMar 2022 to Feb 2023
13. American Heritage FinancialAug 2021 to Aug 2024
14. Massachusetts Mutual Life Insurance CoMay 2021 to Aug 2021
15. Galeana Chrysler JeepDec 2020 to Aug 2022
16. Dick Dyer ToyotaOct 2020 to Apr 2021
17. Jim Hudson ToyotaMay 2020 to Nov 2020
18. Dick Dyer ToyotaOct 2019 to Apr 2020
19. Midlands HondaApr 2019 to Oct 2019
20. Silvers ChevroletFeb 2019 to Apr 2019
21. Atlantic Bedding and FurnitureJan 2019 to Feb 2019
22. Bmw of ColumbiaSep 2018 to Dec 2018
23. Fred Anderson ToyotaApr 2018 to Sep 2018
24. Carolina CjdrApr 2018 to May 2018
25. Jt KiaSep 2017 to Apr 2018
26. Bev Smith KiaSep 2016 to Sep 2017
27. Aflac Field ForceApr 2016 to Jan 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

J.P. Morgan Securities LLC

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

7252811

Firm CRD

79