Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
14 years
Location
Tubac, AZ 85646
Edward Jones
Institution
Karla Garcia is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at JP Morgan Chase Bank and JP Morgan Securities, and she has been involved with Ringo Transport LLC, a vehicles transportation business. Garcia is a board member of the Rio Rico Rotary Foundation, where she participates in monthly meetings regarding financial reports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Tubac, AZ
2221 E Frontage Rd, Ste E203
Tubac AZ 85646
Advisors at this office
2
Arizona · Texas
14 years of industry experience
Edward Jones
2023 - Present • 3 years
St Louis, MO
JP Morgan Chase Bank, N.A.
2022 - 2023 • 1 year
Sun City West, AZ
JP Morgan Chase Bank, N.A.
2022 - 2022 • 1 year
Laveen, AZ
Ringo Transport Llc
2021 - 2023 • 2 years
Goodyear, AZ
Jp Morgan Securities, LLC
2018 - 2022 • 4 years
Sun City West, AZ
Jp Morgan Securities, LLC
2018 - 2018 • 1 year
Laveen, AZ
Golden Auto Wholesalers, Llc
2017 - 2020 • 3 years
Avondale, AZ
JPmorgan Chase Bank NA
2015 - 2018 • 3 years
Phoenix, AZ
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Tubac, AZ
Wells Fargo Advisors
Scott Howerter is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves on the finance committee of the Immanuel Foundation and holds leadership positions in several investment-related community organizations. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee‑based financial planning services, using proprietary research and planning tools to develop tailored recommendations for clients.
CFP®, Series 66
Tubac, AZ
Edward Jones
Benjamin Duncan is a Certified Financial Planner (CFP®) with 16 years of experience, currently serving at Edward Jones since 2009. He is based in Tubac, AZ. Outside of his advisory role, he is an assistant cross country coach at Continental School, a middle school in Green Valley, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices, as well as its integrated capabilities beyond advisory services.
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