Jesus CruzCRD Number: 6229257
Current Firm: Raymond James & Associates, Inc.
Jesus Cruz (CRD# 6229257) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Coral Gables, FL and has over 3 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Raymond James & Associates||Coral Gables, FL||Jul 2013 - Current||4|
|Anderson Castro, P.a.||Miami, FL||May 2010 - Jun 2013||3|
|Title Exective Center||Miami, FL||Apr 2007 - Apr 2010||3|
|Fiu||Miami, FL||Aug 2003 - Apr 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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