Jorge Escobedo, financial advisor Mcallen TX

Jorge Escobedo

CRD Number: 4631949
Current Firm: Cetera Investment Advisers LLC

Jorge Escobedo (CRD# 4631949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Misson, TX Jun 2019 - Current 4
Cetera Investment Services LLC St. Cloud, MN Jun 2019 - Current 4
Lpl Financial, LLC Mcallen, TX Dec 2015 - Jun 2019 3
Prosperity Bank Austin, TX Aug 2015 - Dec 2015 < 1
Cetera Investment Services LLC St Cloud, MN Aug 2015 - Dec 2015 < 1
Cetera Investment Advisers LLC Austin, TX Aug 2015 - Dec 2015 < 1
Bbva Securities Inc. Mcallen, TX May 2013 - Aug 2015 2
Bbva Wealth Solutions Inc. Houston, TX Oct 2010 - Aug 2015 4
Compass Bank Mcallen, TX Sep 2008 - Aug 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2003
S65 NASAA Investment Advisors Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jorge C. Escobedo
Phone Number: 888-528-2987
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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