Jeffrey Garcia is a registered investment advisor at Quincy Wells Advisors, LLC, based in Chicago, IL, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
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Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
145 South Wells, Ste 1301, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Jeffrey is the Founder/CEO of Main Street Alternatives, a DBA for Tortuga Holdings LLC, where he operates his private investment and advisory practice, dedicating full-time hours to it. He is also a master at ERAC Lodge #154, Free & Accepted Masons, spending a few hours per week on executive management and public service.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
MML Investors Services, LLCBroker
Morgan StanleyBroker
Midamerica Financial Services, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations9 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.