Jorge Escobedo, financial advisor Austin TX
93 score

Jorge Escobedo

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jorge C. Escobedo
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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