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Jeffrey Detwiler

Partner, Fixed Income Portfolio Manager at Garcia Hamilton & Associates

Investment adviser registrationHouston, TXSEC record checked 17 October 2026

11
Years in the industry
8
Years at the firm
2
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Jeffrey Detwiler is Partner, Fixed Income Portfolio Manager of Garcia Hamilton & Associates LP, a Houston investment adviser managing $24.9B. Jeffrey Detwiler has been registered through Garcia Hamilton & Associates since 14 November 2017, has 11 years in the industry across 2 firms and has passed the Series 6, Series 63, Series 7 and Series 66.

Role at Garcia Hamilton & Associates

Title on Schedule A
Partner, Fixed Income Portfolio Manager
Control
Jeffrey Detwiler is not a control person of Garcia Hamilton & Associates.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Jeffrey Detwiler has held the filed role since January 2017.

The firm

Garcia Hamilton & Associates LP
Houston, TX

Form ADV filed 30 March 2026

$24.9B AUM312 clients12 advisers1 offices

Career on record

Jeffrey Detwiler has been registered through Garcia Hamilton & Associates since November 2017, and before that through Aim Private Asset Management.

Firms and exams, newest first
  1. Garcia Hamilton & Associates LPCurrent
    – present · 9 years
    Houston, TX · Adviser representative · Firm CRD 108017
  2. Aim Private Asset Management
    – · 2 years
    Houston, TX · Adviser representative · Firm CRD 109264
  3. Passed Series 66 · 2005
  4. Passed Series 7 · 2003
  5. Passed Series 63 · 2000
  6. Passed Series 6 · 1997

Registrations and exams

Jeffrey Detwiler has a current investment-adviser registration in Pennsylvania and Texas and has passed 4 qualifying exams.

Pennsylvania17 January 2025
Scope
Investment adviser representative
Status
Approved
Texas14 November 2017
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6615 July 2005
Name
Uniform Combined State Law Examination
Series 6315 December 2000
Name
Uniform Securities Agent State Law Examination
Series 711 March 2003
Name
General Securities Representative Examination
Series 68 November 1997
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Jeffrey Dylan Detwiler
CRD
2918482
Firm
Garcia Hamilton & Associates LP
Registration status
Investment adviser registration
Office
5 HOUSTON CENTER, 1401 MCKINNEY ST., SUITE 1600, Houston, TX 77010-4037
Firm bio
garciahamiltonassociates.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Garcia Hamilton & Associates’ current people page identifies Jeffrey D. Detwiler as Partner and Co-Deputy CIO. Official firm biography or team page

Common questions

Where does Jeffrey Detwiler work?

Jeffrey Detwiler has been Partner, Fixed Income Portfolio Manager of Garcia Hamilton & Associates LP since January 2017.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Jeffrey Detwiler a financial advisor?

Yes. Jeffrey Detwiler has a current investment-adviser registration in Pennsylvania and Texas, through Garcia Hamilton & Associates since November 2017, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jeffrey Detwiler have?

Jeffrey Detwiler has worked in the financial industry for 11 years as of 17 October 2026, counted from 30 July 2015, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jeffrey Detwiler passed?

Jeffrey Detwiler has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 1997.

Source: IAPD individual record, checked 17 October 2026

Where did Jeffrey Detwiler work before Garcia Hamilton & Associates?

Before Garcia Hamilton & Associates, Jeffrey Detwiler was registered through Aim Private Asset Management, July 2005 to November 2007.

Source: IAPD individual record, checked 17 October 2026

Where is Jeffrey Detwiler based?

Jeffrey Detwiler’s registered office is in Houston, TX.

Source: IAPD individual record, checked 17 October 2026

Leadership at Garcia Hamilton & Associates

  • James Lunday
    Partner, Chief Operating Officer
  • Charlotte Castro
    Partner (jan 2026), Chief Compliance Officer, Director of HR
  • Ruby Dang
    Partner, Director of Marketing & Client Services
  • Connie Davis
    Partner
  • Mark Delaney
    Partner, Fixed Income Portfolio Manager
  • Morgan Doyle
    Partner
  • Yvette Duenas
    Partner
  • Don Elsenbrock
    Partner
  • Gilbert Garcia
    Managing Partner, Director of Fixed Income
  • Justo Gonzalez
    Partner
  • Diamonik Lunsford
    Partner, Deputy Client Relations Manager
  • Benjamin Monkiewicz
    Partner, Fixed Income Portfolio Manager
  • Gary Montgomery
    Partner
  • Marcus Smith
    Partner
  • Karen Tass
    Partner, Fixed Income Portfolio Manager

Sources

  1. IAPD individual record, CRD 2918482. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Garcia Hamilton & Associates LP, filed 30 March 2026. Title, control and ownership bands.
  3. Garcia Hamilton & Associates team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jeffrey Detwiler or Garcia Hamilton & Associates LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.