What are the opening hours?

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

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

Home
United States
La Mesa, CA
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

06/01/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

05/29/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

05/27/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

05/25/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

05/22/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

05/20/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

05/18/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

05/15/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

05/13/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

05/11/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

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

Website

http://www.jeffcarlos.com/

Alerts

Be the first to know and let us send you an email when LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to LPL Financial - Jeffrey G. Carlos, CIMA, AAMS Financial Advisor: