Unclaimed Profile

Jason D Garcia

PREMIER ASSET MANAGEMENT LLC·CHICAGO, Illinois

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record21 years registeredPREMIER ASSET MANAGEMENT LLC

4311 NORTH RAVENSWOOD AVE, CHICAGO, IL 60613CRD# 4006483Firm CRD# 115439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason D Garcia · CHICAGO, IL

Registration

CRD #4006483 · PREMIER ASSET MANAGEMENT LLC · 21 years registered

Brand Profile

Not yet started

Career History

HUNTINGTON FINANCIAL ADVISORS

Jul 2023 – present

LPL FINANCIAL LLC

Jan 2016 – Mar 2023

WESTMONT, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2011 – Jan 2016

DALLAS, TX

NORTHERN TRUST SECURITIES, INC

Jul 2007 – Dec 2009

CHICAGO, IL

HARRIS INVESTOR SERVICES, INC.

Jun 2006 – Jul 2007

CHICAGO, IL

CHARLES SCHWAB & CO., INC.

Nov 2004 – Jun 2005

MINNEAPOLIS, MN

CHARLES SCHWAB & CO., INC.

Oct 2004 – Nov 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · October 19, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PREMIER ASSET MANAGEMENT LLC

CRD 115439 · SEC 801-60559

Employees

Total firm employees

Services offered by PREMIER ASSET MANAGEMENT LLC

Per Form ADV

Other

View all advisors at PREMIER ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jason D Garcia offer?

Jason D Garcia is a registered financial advisor in CHICAGO, Illinois. Contact their office for details on services offered.

What are Jason D Garcia's credentials?

Jason D Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason D Garcia located?

Jason D Garcia is based in CHICAGO, Illinois, working with PREMIER ASSET MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Jason D Garcia charge for services?

Jason D Garcia's firm is compensated through other: n/a. no advisory services and no assets under management.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PREMIER ASSET MANAGEMENT LLC?

PREMIER ASSET MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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