Juan A Garcia

Current Employers

Employment History

• 10/2016 → 10/2022
  North Capital Inc.
  San Francisco, CA
• 07/2014 → 09/2016
  Texas Regional Bank
  Mcallen, TX
• 08/2019 → 05/2020
  Lone Star National Bank
  Mcallen, TX
• 10/2022 → 04/2024
  Morgan Stanley Smith Barney Llc
  Austin, TX
• 12/2022 → 04/2024
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2024 → 04/2025
  Raymond James & Associates, Inc.
  Austin, TX
• 04/2025 → Present
  Kestra Investment Services, Llc
  Mcallen, TX
• 04/2025 → Present
  Kestra Advisory Services, Llc
  Mcallen, TX

Previous Registrations

• 2024-04-08 → 2025-04-17
  Raymond James & Associates, Inc.
  Austin, TX
• 2022-10-25 → 2024-04-11
  Morgan Stanley
  Austin, TX
  Austin, TX
• 2021-01-27 → 2022-10-25
  North Capital
  Salt Lake City, UT
  Mcallen, TX
• 2016-10-12 → 2020-12-31
  North Capital
  Mcallen, TX
  Salt Lake City, UT

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/15/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: COASTLINE WEALTH MANAGEMENT POSITION: Independent contractor investment advisor NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 200 SECURITIES TRADING HOURS: 40 START DATE: 04/15/2025 ADDRESS: 222 E. Ridge Road, Suite 108, McAllen TX 78501, United States DESCRIPTION: Advise clients regarding investment matters. Name: JUAN GARCIA, ATTORNEY POSITION: Attorney NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 6316 N 10th, St B, McAllen TX 78504, United States DESCRIPTION: Advising potential clients regarding estate planning and general business matters. Referring matters to other qualified attorneys. Name: JUAN GARCIA, ATTORNEY POSITION: Attorney NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 222 E Ridge Rd, St 108, McAllen TX 78503, United States DESCRIPTION: Advising potential clients regarding estate planning and general business matters. Referring matters to other qualified attorneys.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-13
• S65 Uniform Investment Adviser Law Examination
  2016-08-02

Other Names

• Juan Antonio Garcia
• Juan Antonio Garcia
• Garcia A Juan
• Juan Garcia