Jose Beltran (CRD# 7442324) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Monex Asset Management, Inc. | Houston, TX | Jan 2023 - Current | 1 |
Monex Securities, Inc. | Houston, TX | Mar 2022 - Current | 2 |
Monex Securities, Inc. | Houston, TX | Sep 2021 - Mar 2022 | < 1 |
Unemployed | Houston, TX | May 2021 - Sep 2021 | < 1 |
University Of St. Thomas | Houston, TX | Aug 2017 - May 2021 | 3 |
Flores De Bulbos Importados S.a. De C.v. | Villa Guerrero, | May 2018 - Aug 2018 | < 1 |
Viva Mi Casa Financial | Spring, TX | Aug 2016 - May 2017 | < 1 |
Lone Star College | Spring, TX | Jan 2016 - Dec 2016 | < 1 |
College | Montpellier, | Jun 2015 - Dec 2016 | 1 |
High School | The Woodlands, TX | Jul 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- TX
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$669,755
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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