JG

Jeffrey Antonio Garcia

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
78 clients
Average Client Portfolio
$578K average
Assets Under Management
$45.1M

Fee Structure

Fees are based on a percentage of assets under management, hourly charges, or fixed fees, depending on the service. The firm can reduce its investment management fee based on factors like anticipated future earnings or the amount of assets managed. Clients may also pay fees charged by mutual funds, REITs, ETFs, and other collective investment vehicles. GPA advisors can receive compensation for services provided in correlation with the advisory services herein, as well as commissions for insurance transactions and group annuities.

Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
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Advisor Information

Office location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2005
Denied
Other 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
January 2022 - Present · 4 yrs
Great Point Capital LLC
June 2016 - Present · 9 yrs 7 mos
Great Point Capital LLCBroker
June 2016 - Present · 9 yrs 7 mos
Previous Registrations
Great Point Advisors, LLC
April 2021 - December 2021 · 8 mos
MML Investors Services, LLC Broker
August 2015 - March 2016 · 7 mos
Morgan Stanley Broker
May 2014 - March 2015 · 10 mos
Midamerica Financial Services, INC.Broker
August 2012 - April 2014 · 1 yr 8 mos
TD Ameritrade, INC.
March 2009 - August 2010 · 1 yr 5 mos
Amerivest Investment Management, LLC
March 2009 - August 2010 · 1 yr 5 mos
TD Ameritrade, INC.Broker
March 2009 - August 2010 · 1 yr 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2006 - October 2007 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2006 - October 2007 · 1 yr 1 mo
Morgan Stanley
October 2004 - September 2006 · 1 yr 11 mos
Morgan Stanley Dw INC.Broker
September 2004 - September 2006 · 2 yrs
State Registrations9 states
COFLILNYORTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Antonio Garcia - Financial Advisor | AdvisorDiscover