Jeremiah Castaneda (CRD# 6341581) is an Investment Advisor Representative working at Kws Advisory Group, LLC in Edinburg, TX and has over 9 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Kws Advisory Group, LLC | Edinburg, TX | Sep 2020 - Current | 3 |
Kws Financial Group, LLC | Edinburg, TX | Oct 2015 - Current | 8 |
St. Bernard Financial Services, Inc. | Edinburg, TX | Dec 2018 - Sep 2020 | 1 |
Edinburg Cisd | Edinburg, TX | Aug 2009 - Dec 2018 | 9 |
Regal Investment Advisors, LLC | Kentwood, MI | Feb 2017 - Oct 2018 | 1 |
Kws Financial Group, LLC | Edinburg, TX | Apr 2016 - Feb 2017 | < 1 |
Money Concepts Capital Corp | Palm Beach Garddens, FL | Jun 2014 - Dec 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
S63 | Uniform Securities State Law Examination | Jul 2014 |
- TX
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$42,785
- 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
- Selection of other advisers (including private fund managers)
TX
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