Jose Mondragon, financial advisor Houston TX
93 score

Jose Mondragon

CRD Number: 5367655
Current Firm: Bbva Wealth Solutions Inc.

Jose Mondragon (CRD# 5367655) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Houston, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Securities Inc. Houston, TX May 2013 - Current 3
Bbva Compass Insurance Agency, Inc. Austin, TX Aug 2011 - Current 5
Bbva Compass Insurance Agency Inc. Austin, TX Aug 2011 - Current 5
Bbva Wealth Solutions Inc. Houston, TX Oct 2010 - Current 6
Compass Bank Birmingham, AL May 2007 - Current 9
Bbva Compass Investment Solutions, Inc. Houston, TX Jun 2009 - May 2013 3
St. Johns Investment Management Company Houston, TX Mar 2010 - Oct 2010 < 1
Bbva Investments Inc. Houston, TX May 2007 - Jun 2009 2
Bbva Bancomer Houston, TX Apr 2005 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Jose M. Mondragon
Phone Number: 713-552-9277
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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