Jeanine M. Garcia
STRATEGIC ADVISERS LLC | Financial Consultant, Phones
ENGLEWOOD, CO
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CRD#: 2435664
Professional summary
Jeanine Marie Garcia, CFP®, who also goes by Jeanine Marie Garcia, Jeannie Marie Garcia, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Englewood, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Jeanine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jeanine has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
I partner with clients to create a roadmap to their destination allowing them time to focus on the ride rather than being distracted by the detours or bumps along the way.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jeanine Marie Garcia | Jeannie Marie Garcia
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanine Marie Garcia's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Education
The Art Institute of Colorado
Associate of Arts - Culinary
2004
University of Denver
Bachelor of Business Administration - Marketing
1993
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039RIA
CRD#: 104555
ENGLEWOOD, CO
Current
January 29, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932BD
CRD#: 7784
Greenwood Village, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWOOD VILLAGE, CO
Past
February 4, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
December 2, 2014 - January 26, 2015
SCHWAB WEALTH ADVISORY, INC.
RIA
CRD#: 159035
LONE TREE, CO
Past
August 1, 2011 - December 2, 2014
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
LONE TREE, CO
Past
September 3, 2008 - January 26, 2015
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
LONE TREE, CO
Past
June 6, 2007 - June 23, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
DENVER, CO
Past
December 1, 2006 - May 15, 2007
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
ENGLEWOOD, CO
Past
August 15, 2005 - December 1, 2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
ENGLEWOOD, CO
Past
May 3, 2000 - November 1, 2001
AMERICAN CENTURY BROKERAGE, INC.
BD
CRD#: 42846
KANSAS CITY, MO
Past
October 1, 1996 - October 25, 2001
AMERICAN CENTURY INVESTMENT SERVICES INC.
BD
CRD#: 17437
KANSAS CITY, MO
Past
May 25, 1994 - October 1, 1996
THE BENHAM GROUP
BD
CRD#: 18784
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/29/2015)
RR
Alaska(1/29/2015)
RR
Arizona(1/29/2015)
RR
Arkansas(1/29/2015)
RR
California(1/29/2015)
RR
Colorado(1/29/2015)
IAR
Colorado(3/31/2025)
RR
Connecticut(1/29/2015)
RR
Delaware(1/29/2015)
RR
District of Columbia(1/29/2015)
RR
Florida(1/29/2015)
RR
Georgia(1/29/2015)
RR
Hawaii(1/29/2015)
RR
Idaho(1/29/2015)
RR
Illinois(1/29/2015)
RR
Indiana(1/29/2015)
RR
Iowa(1/29/2015)
RR
Kansas(1/29/2015)
RR
Kentucky(1/29/2015)
RR
Louisiana(1/29/2015)
RR
Maine(1/29/2015)
RR
Maryland(1/29/2015)
RR
Massachusetts(1/29/2015)
RR
Michigan(1/29/2015)
RR
Minnesota(1/29/2015)
RR
Mississippi(1/29/2015)
RR
Missouri(1/29/2015)
RR
Montana(1/29/2015)
RR
Nebraska(1/29/2015)
RR
Nevada(1/29/2015)
RR
New Hampshire(1/29/2015)
RR
New Jersey(1/29/2015)
RR
New Mexico(1/29/2015)
RR
New York(1/29/2015)
RR
North Carolina(1/29/2015)
RR
North Dakota(1/29/2015)
RR
Ohio(1/29/2015)
RR
Oklahoma(1/29/2015)
RR
Oregon(1/29/2015)
RR
Pennsylvania(1/29/2015)
RR
Puerto Rico(1/29/2015)
RR
Rhode Island(1/29/2015)
RR
South Carolina(1/29/2015)
RR
South Dakota(1/29/2015)
RR
Tennessee(1/29/2015)
RR
Texas(1/29/2015)
IAR
Texas(3/31/2025)
RR
Utah(1/29/2015)
RR
Vermont(1/29/2015)
RR
Virgin Islands(1/4/2025)
RR
Virginia(1/29/2015)
RR
Washington(1/29/2015)
RR
West Virginia(1/29/2015)
RR
Wisconsin(1/29/2015)
RR
Wyoming(1/29/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, PhonesCRD#: 104555Englewood, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
