Jesus Quezada (CRD# 5117930) is an Investment Advisor Representative working at Alexander Capital Wealth Management LLC in Red Bank, NJ and has over 16 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Capital LP | New York, NY | Jan 2023 - Current | 1 |
| Crown Capital Securities, LP | Orange, CA | Feb 2017 - Current | 7 |
| Regal Investment Advisors | Kentwood, MI | Jan 2015 - Feb 2017 | 2 |
| Regulus Advisors, LLC | Kentwood, MI | May 2014 - Feb 2017 | 2 |
| Bright Owl Investment Advisors, LLC | Kentwood, MI | May 2014 - Dec 2014 | < 1 |
| Centaurus Financial, Inc. | Anaheim, CA | Mar 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management121MILLIONS
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Total Number of Accounts531ACCOUNTS
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Average Account Value$227,476
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, CT, FL, GA, LA, MO, NE, NJ, NY, OR, PA, SC, TX, WA
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