Joshua Jacobi Garcia

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2019 → Present
  Investment Marketing Resources L.P
  Houston, TX
• 05/2018 → 08/2018
  Usaa
  Addison, TX
• 03/2017 → 05/2018
  City Bank
  Lubbock, TX
• 12/2015 → 03/2017
  Altitude Trampoline Park
  Lubbock, TX
• 08/2018 → 02/2019
  Student
  Lubbock, TX
• 02/2019 → 04/2020
  Sagepoint Financial, Inc.
  Houston, TX
• 04/2020 → Present
  Aw Securities
  Houston, TX
• 02/2022 → Present
  Allworth Financial
  Addison, TX

Designations

• Certified Financial Planner