Jorge Guzman (CRD# 6588233) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axos Bank | San Diego, CA | Apr 2022 - Current | 2 |
| Bank Of America | San Diego, CA | Oct 2014 - Mar 2022 | 7 |
| At&t | San Diego, CA | Jun 2014 - Sep 2014 | < 1 |
| Mission Federal Credit Union | Chula Vista, CA | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
- NV
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts18,834ACCOUNTS
-
Average Account Value$7,594
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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