Joshua Garza
Investment adviser representative at Betterment
8 yearsExperience
2 statesRegistered in
$69.5BFirm assets
17 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
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- BettermentJul 2024 to now
- Robinhood Markets, Inc.Mar 2024 to Jul 2024
- Charles Schwab & Co., Inc.May 2023 to Mar 2024
- Texas TechJun 2018 to May 2023
- Pinnacle Automotive HospitalityDec 2017 to Jun 2018
- Ufc GymMay 2017 to Dec 2017
- TargetDec 2016 to May 2017
- SproutsJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Betterment
Legal name: Betterment LLC
$69.5BAssets managed
1,022,488Clients
28Advisers
17 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
- 7720362
- Firm CRD
- 149117