Jeffrey Antonio Garcia

Great Point Advisors, LLC

17 Years of Experience

1 DisclosureBroker

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Areas of Practice

Retirement PlanningFinancial Planning & CoachingEducation PlanningTax PlanningEstate PlanningInvestment Management

Great Point Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

78 clients

Average Client Portfolio

$578K average

Assets Under Management

$45.1M

Location

200 W. Jackson Blvd. #1000, Chicago, IL, 60606

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History

Regulatory History (1)

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Customer Dispute

December 2005

Denied

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Other Business Activities

Jeffrey is the Founder/CEO of Main Street Alternatives, a DBA for Tortuga Holdings LLC, where he operates his private investment and advisory practice, dedicating full-time hours to it. He is also a master at ERAC Lodge #154, Free & Accepted Masons, spending a few hours per week on executive management and public service.