LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor

LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor We have a passion for providing the quality financial advice, education, and communication that ever

Jeffrey Carlos is a registered representative with, and Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.FINRA.org
www.SIPC.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.jeffcarlos.com

09/02/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Do your kids have the right stuff for college?
08/31/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

When was the last time you paid yourself first?
08/28/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

The truth is a little more complicated with these personal finance idioms.
08/26/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
08/24/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

What every parent needs to know about insuring his or her teen driver.
08/21/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Test your estate strategy knowledge with this short quiz.
08/19/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What role would taxes play in your investment decisions? Find out in this message.
08/17/2026

What role would taxes play in your investment decisions? Find out in this message.

What role would taxes play in your investment decisions?

M0 is the total of all physical currency worldwide. What’s it look like?
08/14/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
08/12/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Address

4721 4th Street
La Mesa, CA
91941

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16198256373

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