Jorge Montalvo, financial advisor Cedar Park TX
93 score

Jorge Montalvo

CRD Number: 4555128
Current Firm: Allstate Financial Advisors, LLC

Jorge Montalvo (CRD# 4555128) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Cedar Park, TX and has over 13 years of experience in the finance industry.

Similar Advisors
Brett Bidwell, financial advisor Cedar Park TX
Brett C. Bidwell
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
Similar Advisors
Spencer Corzine, financial advisor Cedar Park TX
Spencer M. Corzine
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Christopher Creed, financial advisor Cedar Park TX
Christopher D. Creed
CRD# 2504698
Afam Capital, Inc.
Score
103
Company Name Location Dates Years
Allstate Insurance Company Kerriville, TX Aug 2013 - Current 3
Student San Antonio, TX Aug 2012 - Jun 2013 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Oct 2006 - Aug 2012 5
Usaa Financial Planning Services San Antonio, TX Oct 2006 - Aug 2012 5
Angelic Pet Beds San Antonio, TX Oct 2005 - Aug 2009 3
Home Depot San Antonio, TX Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Jorge I. Montalvo
Phone Number: 847-402-5296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jorge Montalvo and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.