Juan Carlos Garcia

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 12/2022
  Td Ameritrade
  Southlake, TX
• 10/2020 → 02/2021
  Wells Fargo
  Westlake, TX
• 02/2019 → 07/2020
  Amazon
  Fort Worth, TX
• 08/2018 → 01/2019
  Unemployed
  Fort Worth, TX
• 05/2018 → 07/2018
  Tti. Inc
  Fort Worth, TX
• 05/2017 → 04/2018
  Unemployed
  Fort Worth, TX
• 11/2016 → 04/2017
  Walmart
  Fort Worth, TX
• 04/2016 → 10/2016
  Unemployed
  Fort Worth, TX
• 10/2022 → Present
  Charles Schwab & Co.
  Westlake, TX
• 01/2024 → 06/2024
  Td Ameritrade Inc.
  Westlake, TX

Other Businesses

1) CG Properties | Investment Related:No|1410 NE 34TH ST|Fort Worth|Texas|76106|United States|Real Estate (Non-Agent/Broker)|Owner|3/1/2023|Less than 20|0|Property manager, collect rent

Exams

• S66 Uniform Combined State Law Examination
  2026-04-21
• S63 Uniform Securities Agent State Law Examination
  2021-06-09