LPL Financial - Jeffrey G Carlos, CIMA , AAMS Financial Advisor
Identity
- Name
- LPL Financial - Jeffrey G Carlos, CIMA , AAMS Financial Advisor
- Formatted address
- 4721 4th St, La Mesa, CA 91941, USA
- Phone
- (619) 825-6373
- Website
- http://www.jeffcarlos.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=1968509201588429302&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| compensation_model | not-established | 1 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: Financial Service
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
categorized_as: FinancialService
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
-
categorized_as: FinancialService
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
client_specializations: business owners, executives and retirees
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
-
client_specializations: business owners, executives, retirees
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
client_specializations: families
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
-
client_specializations: individuals and families in all stages of retirement planning
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
-
client_specializations: individuals, families and business owners
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
-
client_specializations: retirees
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
-
professional_certifications: CIMA, AAMS
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
-
professional_certifications: CIMA®, AAMS®
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
professional_certifications: CIMA®, AAMS®
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
-
services_offered: financial planning
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
-
services_offered: insurance planning
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
-
services_offered: investment management
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
-
services_offered: retirement planning
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
-
services_offered: retirement planning
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
-
services_offered: retirement planning
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
-
services_offered: retirement planning
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
-
services_offered: wealth planning
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
years_in_practice: more than a decade
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
-
years_in_practice: more than decade
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
professional certifications: cima aams
Citation count: 3
- facebook.com https://www.facebook.com/jeffreycarlos.lpl/ independent
- fivestarprofessional.com https://www.fivestarprofessional.com/Spotlights/137161 independent
- linkedin.com https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ independent
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/la-mesa-ca/banks | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.yellowpages.com/la-mesa-ca/banks | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/la-mesa-ca/banks | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/la-mesa-ca/banks | json_ld_parsed |
|
|
| regulatory_registration | California and Texas | https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 | kept |
|
|
| services_offered | financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars | https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 | kept |
|
|
| located_in | d35295fa-fdf6-4b6d-93de-9a21705f382a | https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 | kept |
|
|
| categorized_as | financial advisor | https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 | kept |
|
|
| compensation_model | fee-based | https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 | kept |
|
|
| professional_certifications | CIMA, AAMS | https://www.jeffcarlos.com/Blog | kept |
|
|
| services_offered | retirement planning | https://www.jeffcarlos.com/working-together | kept |
|
|
| client_specializations | individuals and families in all stages of retirement planning | https://www.jeffcarlos.com/working-together | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/lpl-financial-las-vegas | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/lpl-financial-las-vegas | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/lpl-financial-services-la-salle | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/lpl-financial-services-la-salle | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Lpl+Financial&find_loc=Los+Angeles,+CA | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/search?find_desc=Lpl+Financial&find_loc=Princeton,+NJ+08540 | kept |
|
|
| services_offered | wealth management services | https://yelp.com/biz/jeffrey-b-clark-cfp-cima-lpl-financial-flemington | kept |
|
|
| professional_certifications | CFP, CIMA | https://yelp.com/biz/jeffrey-b-clark-cfp-cima-lpl-financial-flemington | kept |
|
|
| located_in | d1294a73-c917-4e17-8233-35e6c8bc0065 | https://yelp.com/biz/jeffrey-b-clark-cfp-cima-lpl-financial-flemington | kept |
|
|
| services_offered | retirement planning | https://www.jeffcarlos.com/our-firm | kept |
|
|
| client_specializations | families | https://www.jeffcarlos.com/our-firm | kept |
|
|
| services_offered | financial planning | https://www.jeffcarlos.com/our-firm | kept |
|
|
| client_specializations | retirees | https://www.jeffcarlos.com/our-firm | kept |
|
|
| services_offered | insurance planning | https://www.jeffcarlos.com/services | kept |
|
|
| services_offered | investment management | https://www.jeffcarlos.com/services | kept |
|
|
| services_offered | retirement planning | https://www.jeffcarlos.com/services | kept |
|
|
| categorized_as | Financial Services | https://www.yelp.com/biz/jeffrey-carlos-lpl-financial-la-mesa | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/biz/jeffrey-carlos-lpl-financial-la-mesa | kept |
|
|
| professional_certifications | CIMA, AAMS | https://www.facebook.com/jeffreycarlos.lpl/ | kept |
|
|
| categorized_as | Financial Advisor | https://www.facebook.com/jeffreycarlos.lpl/ | kept |
|
|
| located_in | d35295fa-fdf6-4b6d-93de-9a21705f382a | https://www.facebook.com/jeffreycarlos.lpl/ | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.fivestarprofessional.com/Spotlights/137161 | json_ld_parsed |
|
|
| has_accolade | 81391e47-44af-4419-8f35-4792b5586974 | https://www.fivestarprofessional.com/Spotlights/137161 | json_ld_parsed |
|
|
| has_accolade | 81391e47-44af-4419-8f35-4792b5586974 | https://www.fivestarprofessional.com/Spotlights/137161 | kept |
|
|
| located_in | d35295fa-fdf6-4b6d-93de-9a21705f382a | https://www.fivestarprofessional.com/Spotlights/137161 | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.fivestarprofessional.com/Spotlights/137161 | json_ld_parsed |
|
|
| professional_certifications | CIMA®, AAMS® | https://www.fivestarprofessional.com/Spotlights/137161 | kept |
|
|
| located_in | d35295fa-fdf6-4b6d-93de-9a21705f382a | https://www.jeffcarlos.com/ | kept |
|
|
| categorized_as | FinancialService | https://www.jeffcarlos.com/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.jeffcarlos.com/ | json_ld_parsed |
|
|
| professional_certifications | CIMA®, AAMS® | https://www.jeffcarlos.com/ | kept |
|
|
| services_offered | retirement planning | https://www.jeffcarlos.com/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.jeffcarlos.com/ | json_ld_parsed |
|
|
| client_specializations | individuals, families and business owners | https://www.jeffcarlos.com/ | kept |
|
|
| years_in_practice | more than decade | https://www.jeffcarlos.com/team | kept |
|
|
| founded_by | 6193f64e-804f-4db9-92dd-308eb8f635f8 | https://www.jeffcarlos.com/team | kept |
|
|
| client_specializations | business owners, executives and retirees | https://www.jeffcarlos.com/team | kept |
|
|
| years_in_practice | more than a decade | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| professional_certifications | CIMA®, AAMS® | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| featured_on | 4ba88aec-4b6b-41cf-8348-24d5454dfe0a | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| client_specializations | business owners, executives, retirees | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| located_in | d35295fa-fdf6-4b6d-93de-9a21705f382a | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.jeffcarlos.com/team/jeffrey-carlos | json_ld_parsed |
|
|
| services_offered | wealth planning | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| categorized_as | Financial Service | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.jeffcarlos.com/team/jeffrey-carlos | json_ld_parsed |
|
|
| has_accolade | 8c959a09-de9f-4427-92a7-02061ed60dd1 | https://www.jeffcarlos.com/team/jeffrey-carlos | kept |
|
|
| categorized_as | FinancialService | https://www.jeffcarlos.com/team/jeffrey-carlos | json_ld_parsed |
|
|
| professional_certifications | CIMA®, AAMS® | https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ | kept |
|
Credentials
-
cfp_certification: CIMA, AAMS
claimed_unverified
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
Self-asserted.
-
cfp_certification: CIMA®, AAMS®
claimed_unverified
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
Self-asserted.
-
cfp_certification: CIMA®, AAMS®
claimed_unverified
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 5
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 independent
- facebook.com https://www.facebook.com/jeffreycarlos.lpl/ independent
- fivestarprofessional.com https://www.fivestarprofessional.com/Spotlights/137161 independent
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
- linkedin.com https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ independent
- Data refreshed
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 independent
- facebook.com https://www.facebook.com/jeffreycarlos.lpl/ independent
- fivestarprofessional.com https://www.fivestarprofessional.com/Spotlights/137161 independent
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
- linkedin.com https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 independent
- facebook.com https://www.facebook.com/jeffreycarlos.lpl/ independent
- fivestarprofessional.com https://www.fivestarprofessional.com/Spotlights/137161 independent
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
- linkedin.com https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ independent
- Synthesis run at
- smartadvisormatch.com https://smartadvisormatch.com/advisor-network/california/jeffrey-carlos-5500481 independent
- facebook.com https://www.facebook.com/jeffreycarlos.lpl/ independent
- fivestarprofessional.com https://www.fivestarprofessional.com/Spotlights/137161 independent
- jeffcarlos.com https://www.jeffcarlos.com/ self-published
- jeffcarlos.com https://www.jeffcarlos.com/Blog self-published
- jeffcarlos.com https://www.jeffcarlos.com/our-firm self-published
- jeffcarlos.com https://www.jeffcarlos.com/services self-published
- jeffcarlos.com https://www.jeffcarlos.com/team self-published
- jeffcarlos.com https://www.jeffcarlos.com/team/jeffrey-carlos self-published
- jeffcarlos.com https://www.jeffcarlos.com/working-together self-published
- linkedin.com https://www.linkedin.com/in/jeffrey-carlos-cima%C2%AE-aams%C2%AE-b4050771/ independent