John Saenz, financial advisor New Braunfels TX
93 score

John Saenz

CRD Number: 5500200
Current Firm: Next Financial Group, Inc.

John Saenz (CRD# 5500200) is an Investment Advisor Representative working at Next Financial Group, Inc. in New Braunfels, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group San Antonio, TX Feb 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies San Antonio, TX Jan 2012 - Current 4
Waddell & Reed, Inc. San Antonio, TX Jan 2012 - Feb 2016 4
Edward Jones San Antonio, TX Mar 2008 - Jan 2012 3
Unemployed League City, TX Sep 2007 - Mar 2008 < 1
Associated Credit Union Of Texas League City, TX May 2007 - Sep 2007 < 1
Unemployed League City, TX Mar 2007 - May 2007 < 1
Home123 Mortgage Houston, TX Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for John E. Saenz
Phone Number: 713-789-7122
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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