Jordan Garcia

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-06-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Equitable Advisors	San Francisco	CA	07/2024	04/2025
Unemployed	Walnut Creek	CA	06/2024	06/2024
Unemployed	Oakley	CA	06/2023	05/2024
Siebert Williams Shank And Co	Oakland	CA	11/2022	05/2023
Pfm Financial Advisors	San Francisco	CA	07/2021	11/2022
Lexus Of Glendale	Glendale	CA	02/2021	06/2021
Unemployed	Sherman Oaks	CA	10/2020	01/2021
Sutton Capital Partners	Sherman Oaks	CA	07/2020	10/2020
Doubleline Capital	Los Angeles	CA	07/2019	07/2020
Genz And Associates Llc	Santa Monica	CA	08/2018	04/2019
Ucla	Los Angeles	CA	10/2017	06/2020
Lexus Of Concord	Concord	CA	01/2016	10/2017
Northwestern Mutual Life Insurance Company	Milwaukee	WI	05/2025	Present
Northwestern Mutual Investment Services Llc	Walnut Creek	CA	05/2025	Present
Northwestern Mutual Wealth Management Company	Milwaukee	WI	07/2025	Present

07/2024 → 04/2025

Equitable Advisors

San Francisco, CA
06/2024 → 06/2024

Unemployed

Walnut Creek, CA
06/2023 → 05/2024

Unemployed

Oakley, CA
11/2022 → 05/2023

Siebert Williams Shank And Co

Oakland, CA
07/2021 → 11/2022

Pfm Financial Advisors

San Francisco, CA
02/2021 → 06/2021

Lexus Of Glendale

Glendale, CA
10/2020 → 01/2021

Unemployed

Sherman Oaks, CA
07/2020 → 10/2020

Sutton Capital Partners

Sherman Oaks, CA
07/2019 → 07/2020

Doubleline Capital

Los Angeles, CA
08/2018 → 04/2019

Genz And Associates Llc

Santa Monica, CA
10/2017 → 06/2020

Ucla

Los Angeles, CA
01/2016 → 10/2017

Lexus Of Concord

Concord, CA
05/2025 → Present

Northwestern Mutual Life Insurance Company

Milwaukee, WI
05/2025 → Present

Northwestern Mutual Investment Services Llc

Walnut Creek, CA
07/2025 → Present

Northwestern Mutual Wealth Management Company

Milwaukee, WI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-06

Other Firms