Eduardo Alzona, financial advisor Bethesda MD
98 score

Eduardo Alzona

CRD Number: 5604417
Current Firm: Jhs Capital Advisors, LLC

Eduardo Alzona (CRD# 5604417) is an Investment Advisor Representative working at Jhs Capital Advisors, LLC in Bethesda, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Jul 2015 - Current 1
Jhs Capital Advisors, Inc. Boca Raton, FL Mar 2010 - Jul 2015 5
Potomac Investments, Inc. Mclean, VA May 2009 - Sep 2011 2
Gunnallen Financial Tampa, FL Oct 2008 - Mar 2010 1
Self Employed Alexandria, VA Apr 2008 - Oct 2008 < 1
Bowne Mclean, VA Jul 1999 - Apr 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Eduardo S. Alzona
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $238,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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