Jules Garcia, the Founder and Managing Director of the Waterview Advisory Group. Waterview Advisory Group has an impressive quarter of a billion dollars in transactions across New York and globally. Jules and the Waterview team provide a wide range of agent and advisory services ranging from residential sales listings, buyer representation, rental listings, property investment analysis, in addition to commercial real estate sales and rentals. Jules has notably made a name for himself in prestigious coop, condo, and townhouse transactions throughout Manhattan, Brooklyn, and Queens. His success has led to being featured in publications such Forbes, Barrons, Curbed, NY Mag, TradedNY, UrbanDigs, CitySignal. The Waterview Advisory Group’s team members have also been mentioned in TRD, The Real Deal. If you ask him about his proudest real estate moments, he usually answers emphatically with, achieving as many client goals as possible and the 100+ Zillow client reviews he and the Waterview team have garnered. Prior to his career in real estate, Jules worked in the investment management consulting space for close to 20 years and held the Series 24 General Securities Principal license. His clients consisted of wealth managers, Certified Financial Planners (CFP), RIAs, and family trusts. He is seasoned in investment advisory in securities, derivatives, retirement planning, strategic planning, practice building, and brand marketing. He has raised over $3 billion in investable assets with his respective teams throughout his career and has managed territories within the industry in Greater NYC, Washington D.C., Northern Virginia, and New England + the greater northeast. Jules also has a background in public speaking to large audiences of 1,000+ people, including both industry professionals and individual investors.
