Joshua Daniel Garcia

Employer firm

Veritas Financial Consulting LLC CRD 314363

$86.2M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2013 → 01/2022
  Garrett Investment Advisors, Llc
  Monrovia, CA
• 07/2021 → Present
  Veritas Financial Consulting, Llc
  Monrovia, CA
• 05/2013 → 07/2021
  Veritas Financial Consulting Dba For Garrett Investment Advisors
  Monrovia, CA

Previous Registrations

• 2013-05-16 → 2022-02-02
  Cgn Advisors, Llc
  Monrovia, CA
  Manhattan, KS
• 2011-03-10 → 2013-12-23
  First Financial Consulting
  Pasadena, CA
• 2010-08-30 → 2010-09-16
  Edward Jones
  St Louis, MO

Other Businesses

Name of the other business: Joshua Garcia d.b.a. Veritas Financial Consulting Investment-related: No Address of the other business: 100 East Huntington Drive, Suite 222 Monrovia, California 91016 Nature of the other business: Tax preparation services Position: Tax Preparer Start date: 01/2019 Number of hours/month you devote to the other business: 20 hours/month (during tax season) Number of hours you devote to the other business during securities trading hours: 20 hours/month (during tax season) Duties relating to the other business: Independent tax preparation

Exams

• S66 Uniform Combined State Law Examination
  2010-08-27

Designations

• Certified Financial Planner

Other Names

• Joshua Garcia
• Josh Garcia