Self-asserted · unverified
Source: jeffcarlos.com
Financial Advisors · profile
LPL Financial - Jeffrey G Carlos, CIMA , AAMS Financial Advisor
Financial Advisors · La Mesa, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
02
Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
Canonical Google Places
Independent editorial
Self-published
Self-published social
Press release / wire
Aggregated
| Fact | Value | Sources | Citations |
|---|---|---|---|
| How they're paid | Only on listings | 0 | smartadvisormatch.comAggregated |
1 fact·1 source·0 contested·1 not confirmed
03
What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Service jeffcarlos.comSelf-published
- Category Financial service jeffcarlos.comSelf-published
- Who they work with Business owners & entrepreneurs jeffcarlos.comSelf-published
- Who they work with Corporate executives & professionals jeffcarlos.comSelf-published
- Who they work with Executives-And-Retirees jeffcarlos.comSelf-published
- Who they work with Families-And-Business-Owners jeffcarlos.comSelf-published
- Who they work with Individuals & families jeffcarlos.comSelf-published
- Who they work with individuals and families in all stages of retirement planning jeffcarlos.comSelf-published
- Who they work with Retirees jeffcarlos.comSelf-published
- Professional certifications CIMA®, AAMS® jeffcarlos.comSelf-published
- Services Financial planning jeffcarlos.comSelf-published
- Services Insurance & risk planning jeffcarlos.comSelf-published
- Services Investment management jeffcarlos.comSelf-published
- Services Retirement planning jeffcarlos.comSelf-published
- Services wealth planning jeffcarlos.comSelf-published
- Years in practice more than a decade jeffcarlos.comSelf-published
- Years in practice more than decade jeffcarlos.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
No themed claims are currently recorded.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- la mesa, casmartadvisormatch.comAggregatedfacebook.comSelf-published socialfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published
- Years in practice
- more than decade · more than a decadejeffcarlos.comSelf-publishedjeffcarlos.comSelf-published
- Registration
- California and Texassmartadvisormatch.comAggregated
- Professional certifications
- CIMA, AAMS · CFP, CIMAjeffcarlos.comSelf-publishedfacebook.comSelf-published socialfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedlinkedin.comSelf-published socialyelp.comAggregated
- Services
- financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars · retirement planning · wealth management services · financial planningsmartadvisormatch.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedyelp.comAggregated
- Who they work with
- individuals and families in all stages of retirement planning · families · retirees · individuals, families and business ownersjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published
- How they're paid
- fee-basedsmartadvisormatch.comAggregated
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
is registered to provide services in California and Texas.
Jeffrey G Carlos, CIMA®, AAMS®
offers wealth management services
LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor
The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services.
Working with individuals and families in all stages of retirement planning, we offer a wide array of services.
Jeffrey B.Clark, CFP®, CIMA® Wealth Management Advisor
LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor, La Mesa, California.
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Every source, every date
Where every fact comes from
We read 60 mentions across the web and boiled them down to 32 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Accolade | 2025 five star · 2 mentions | fivestarprofessional.comAggregated | From page metadata | |
| Accolade | five-star wealth manager | jeffcarlos.comSelf-published | Verified | |
| Category | Financial Advising · 3 sources | yelp.comAggregatedyelp.comAggregatedyelp.comAggregated | Verified | |
| Category | financial advisor · 2 sources | smartadvisormatch.comAggregatedfacebook.comSelf-published social | Verified | |
| Category | Financial service · 2 sources | jeffcarlos.comSelf-publishedjeffcarlos.comSelf-published | From page metadata | |
| Category | Financial Service | jeffcarlos.comSelf-published | Verified | |
| Category | Financial Services · 5 sources | yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated | Verified | |
| Featured on | jeffcarlos.com | jeffcarlos.comSelf-published | Verified | |
| Founded by | jeffrey carlos | jeffcarlos.comSelf-published | Verified | |
| How they're paid | fee-based | smartadvisormatch.comAggregated | Verified | |
| Main location | ca · 4 sources · 5 mentions | yellowpages.comAggregatedfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published | From page metadata | |
| Main location | flemington, nj | yelp.comAggregated | Verified | |
| Main location | la mesa, ca · 5 sources | smartadvisormatch.comAggregatedfacebook.comSelf-published socialfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published | Verified | |
| Main location | us · 4 sources | yellowpages.comAggregatedfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published | From page metadata | |
| Professional certifications | CFP, CIMA | yelp.comAggregated | Verified | |
| Professional certifications | CIMA, AAMS · 6 sources | jeffcarlos.comSelf-publishedfacebook.comSelf-published socialfivestarprofessional.comAggregatedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedlinkedin.comSelf-published social | Verified | |
| Registration | California and Texas | smartadvisormatch.comAggregated | Verified | |
| Services | financial planning | jeffcarlos.comSelf-published | Verified | |
| Services | financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars | smartadvisormatch.comAggregated | Verified | |
| Services | insurance planning | jeffcarlos.comSelf-published | Verified | |
| Services | investment management | jeffcarlos.comSelf-published | Verified | |
| Services | retirement planning · 4 sources | jeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-publishedjeffcarlos.comSelf-published | Verified | |
| Services | wealth management services | yelp.comAggregated | Verified | |
| Services | wealth planning | jeffcarlos.comSelf-published | Verified | |
| Who they work with | business owners, executives and retirees | jeffcarlos.comSelf-published | Verified | |
| Who they work with | business owners, executives, retirees | jeffcarlos.comSelf-published | Verified | |
| Who they work with | families | jeffcarlos.comSelf-published | Verified | |
| Who they work with | individuals and families in all stages of retirement planning | jeffcarlos.comSelf-published | Verified | |
| Who they work with | individuals, families and business owners | jeffcarlos.comSelf-published | Verified | |
| Who they work with | retirees | jeffcarlos.comSelf-published | Verified | |
| Years in practice | more than a decade | jeffcarlos.comSelf-published | Verified | |
| Years in practice | more than decade | jeffcarlos.comSelf-published | Verified |
How we checked — what each label means·Verified matched its source·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
2 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: jeffcarlos.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidOnly on a listing site Only on a listing site
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelNothing public to confirm this Nothing public to confirm this
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Sources consulted
Profile · lpl-financial-jeffrey-g-carlos-cima-aams-financial-advisor-8df13163b7b848ba881a63efec77ba44
Category · Financial Advisors
Published by Authoria