Jeffrey Garza is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 32 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8080 N Palm Ave, Ste 106, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has 100% ownership of JP Garza Investment, Inc. since 2020. This takes about half of Jeffrey's time, including 8-10 hours during trading.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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