Jorge EscobedoCRD Number: 4631949
Current Firm: Lpl Financial LLC
Jorge Escobedo (CRD# 4631949) is an Investment Advisor Representative working at Lpl Financial LLC in Austin, TX and has over 14 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Lpl Financial, LLC||Austin, TX||Dec 2015 - Current||1|
|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|
|Bbva Compass Investment Solutions, Inc.||Mcallen, TX||Sep 2008 - May 2013||4|
|St. Johns Investment Management Company||Mcallen, TX||Mar 2010 - Oct 2010||< 1|
|Banorte Securities International||Mcallen, TX||May 2007 - Sep 2008||1|
|Bonzai||Pharr, TX||Jun 2007 - Jan 2008||< 1|
|Jpmorgan Chase Bank||Dallas, TX||Nov 2003 - Apr 2007||3|
|Chase Investment Services Corp.||Dallas, TX||Nov 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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