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Gerardo A. Garza

FARMERS ASSET MANAGEMENT
Laredo, TX 78041
Some features on this profile are disabled
CRD#: 4592544
GG
Gerardo Antonio GarzaFARMERS ASSET MANAGEMENT

Professional summary

Gerardo Antonio Garza, who also goes by Gerardo A Garza, Gerardo Antonio Garza, Jerry Garza, is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Laredo, Texas and FARMERS FINANCIAL SOLUTIONS, LLC located in Laredo, Texas.

Gerardo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Gerardo has worked at 6 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 6 and Series 26 exams.

Aliases

Gerardo A Garza | Gerardo Antonio Garza | Jerry Garza

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.
GENESIS FINANCIAL & REAL ESTATE SOLUTIONS, LLC POSITION: Sole Member NATURE: Genesis Financial and Real Estate Solutions, LLC - I am the sole member of this limited liability company, which operates as a licensed real estate brokerage. I am a licensed real estate broker in the state of Texas. The business is engaged in residential and commercial real estate sales, marketing, and consulting. This activity is conducted outside of my securities business, does not involve investment advisory services or the sale of securities, and is disclosed in accordance with firm policy and regulatory requirements. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2020 ADDRESS: Laredo TX 78041, United States DESCRIPTION: As the Real Estate Broker for Genesis Financial and Real Estate Solutions, LLC, I oversee all brokerage operations, including supervising licensed agents, managing residential and commercial transactions, and providing guidance on contracts and negotiations. I am responsible for business development, client relations, and maintaining ethical and professional standards within the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerardo Antonio Garza'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®
None

Experience

Current

July 31, 2026 - Present

FARMERS ASSET MANAGEMENT, LLC

Office #1: 709 E. Caltonroad Ste. 104, Laredo, TX 78041
RIA
CRD#: 336230
Laredo, TX
Current

July 23, 2025 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 709 E Calton Rd, Laredo, TX 78041
BD
CRD#: 103863
LAREDO, TX
Past

February 13, 2024 - March 18, 2025

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
Laredo, TX
Past

October 27, 2023 - March 18, 2025

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Laredo, TX
Past

April 27, 2022 - August 16, 2023

PORTFOLIO MEDICS, LLC

RIA
CRD#: 145958
Laredo, TX
Past

November 4, 2010 - November 9, 2011

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LAREDO, TX
Past

February 19, 2010 - October 8, 2010

QUEST CAPITAL STRATEGIES, INC.

RIA
CRD#: 16783
LAREDO, TX
Past

July 29, 2009 - October 8, 2010

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA

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
Texas
(7/23/2025)
IAR
Texas
(7/31/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/27/2023
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/16/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 10/27/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/28/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/26/2024
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FA
FARMERS ASSET MANAGEMENT, LLC
FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#:

California
Registered Investment Advisory firm - (12/3/2025 Approved)
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Contact information

Main Address
6301 Owensmouth Ave., Woodland Hills, CA 91367
Mailing Address
Phone number
(818) 965-0277
Established
Firm type
Fiscal year end
# of Employees
13

Documents

Latest Form ADV
0

Red Flags

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Company Information

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230Laredo, TX 78041

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