Jorge Espinoza (CRD# 7203176) is an Investment Advisor Representative working at Ally Invest Advisors in Lewisville, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Jun 2023 - Current | < 1 |
| Ally Invest Securities | Charlotte, NC | May 2021 - Current | 3 |
| Dallas College | Dallas, TX | Aug 2020 - May 2021 | < 1 |
| Amazon Flex | Dallas, TX | Feb 2021 - Apr 2021 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plano, TX | Nov 2019 - Sep 2020 | < 1 |
| Bank Of America, N.a. | Plano, TX | Nov 2019 - Sep 2020 | < 1 |
| Chase Bank | Dallas, TX | Jul 2016 - Nov 2019 | 3 |
| Texans Credit Union | Dallas, TX | Mar 2016 - Jul 2016 | < 1 |
| Dallas County College | Dallas, TX | Nov 2015 - Apr 2016 | < 1 |
| Carlos Bakery Dallas LLC | X, TX | Mar 2016 - Mar 2016 | < 1 |
| Discount Tire | Dallas, TX | Aug 2014 - Oct 2015 | 1 |
| Tom Thumb | Dallas, TX | Oct 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
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Total Assets Under Management1,128MILLIONS
-
Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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