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Juan Dario Gomez-Garcia

Investment Adviser Representative at MISSIONSQUARE WEALTH MANAGEMENT

La Mesa, CACRD #4958995Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
24 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Juan Dario Gomez-garcia has worked in the securities industry since 2007. They are registered to provide investment advisory services in 24 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 24 states
AlaskaArizonaArkansasCaliforniaColoradoHawaiiIdahoIowaKansasLouisianaMinnesotaMissouriMontanaNebraskaNevadaNew MexicoNorth DakotaOklahomaOregonSouth DakotaTexasUtahWashingtonWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/31/2022
Series 66
Uniform Combined State Law Examination
Passed 1/5/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/7/2007
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/6/2006
Series 24
General Securities Principal Examination
Passed 3/13/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Missionsquare Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MISSIONSQUARE RETIREMENTCurrent
11/1/2022La Mesa, CA
MISSIONSQUARE WEALTH MANAGEMENTCurrent
9/30/2022La Mesa, CA
BANCWEST INVESTMENT SERVICES, INC. (BWIS) AND BWIS D/B/A FHIS
1/9/20087/12/2010Clovis, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juan Dario Gomez-Garcia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Juan Dario Gomez-Garcia - Financial Advisor in La Mesa, CA | AdvisorFinder