Jair Gamiz-Silveyra, financial advisor Round Rock TX
93 score

Jair Gamiz-Silveyra

CRD Number: 5552105
Current Firm: Lpl Financial LLC

Jair Gamiz-Silveyra (CRD# 5552105) is an Investment Advisor Representative working at Lpl Financial LLC in Round Rock, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Round Neck, TX Dec 2015 - Current 1
Jp Morgan Securities LLC Austin, TX Aug 2014 - Dec 2015 1
Bank Of America, N.a. San Antonio, TX Apr 2014 - Aug 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Antonio, TX Feb 2014 - Aug 2014 < 1
Lpl Financial, LLC San Antonio, TX Dec 2012 - Feb 2014 1
Revolution Wealth Management San Antonio, TX Dec 2012 - Feb 2014 1
Jones International University Centennial, CO Mar 2008 - Feb 2014 5
J.p. Morgan Securities LLC San Antonio, TX Oct 2012 - Dec 2012 < 1
Jpmorgan Chase Bank Na San Antonio, TX Jun 2008 - Dec 2012 4
Chase Investment Services Corp San Antonio, TX Jun 2008 - Oct 2012 4
Jp Morgan Chase Wyoming, MI Nov 2007 - Jun 2008 < 1
Holland Hospital Holland, MI Sep 2007 - Mar 2008 < 1
Tennant Co Holland, MI Sep 2007 - Oct 2007 < 1
Comercial Service - U.s. Embassy Madrid, May 2007 - Aug 2007 < 1
Grand Valley State University Allendale, MI Aug 2004 - Aug 2007 3
Holland Hospital Holland, MI Jul 2002 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jair J. Gamiz-Silveyra
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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