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Juan Dario Gomez-Garcia

Investment Adviser Representative at Missionsquare Retirement

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

Professional summary

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

Juan Dario Gomez-Garcia is an investment adviser representative in La Mesa, CA, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2007 and were previously registered with Bancwest Investment Services, Inc. (BWIS) and BWIS D/b/a FHIS. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in 24 states.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wyoming
Broker:
2 states and territories

Arizona, California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

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

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Missionsquare RetirementCurrent
11/1/2022 – La Mesa, CA
Missionsquare Wealth ManagementCurrent
9/30/2022 – La Mesa, CA
Bancwest Investment Services, Inc. (BWIS) AND BWIS D/b/a FHIS
1/9/2008 – 7/12/2010Clovis, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Massachusetts Mutual LIFE Insurance Company
    Jan 2013 – Jan 2021Springfield, MA
  2. MML Distributors, LLC
    Jan 2013 – Jan 2021Springfield, MA
  3. GWFS Equities, Inc.
    Jan 2021 – Sep 2022La Mesa, CA
  4. MissionSquare Investment Services
    Sep 2022 – no end date reportedWashington, DC
  5. MissionSquare Retirement
    Sep 2022 – no end date reportedWashington, DC

Official records & sources

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

About Missionsquare Retirement

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Estimated blended rate
0.0005

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInsurance Companies

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
132
Offices listed on AdvisorFinder:
3
Main office:
Washington, DC
SEC file number:
801-18273

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 27, 2026

View full firm profile

Other advisors at Missionsquare Retirement

Showing 12 of 132 in the directory

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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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Juan Dario Gomez-Garcia (Missionsquare Retirement)