Saul Juarez, financial advisor San Jose CA
93 score

Saul Juarez

CRD Number: 5506884
Current Firm: Cuna Brokerage Services, Inc.

Saul Juarez (CRD# 5506884) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cefcu Peoria, IL Mar 2017 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Mar 2017 - Current 1
Unemployed San Jose, CA Nov 2016 - Mar 2017 < 1
J.p. Morgan Securities LLC San Jose, CA Dec 2014 - Nov 2016 1
Merrill Lynch, Pierce, Fenner &amp; Smith, Inc. San Jose, CA Dec 2010 - Dec 2014 4
Bank Of America,na San Jose, CA Dec 2010 - Dec 2014 4
Unemployed San Jose, CA Oct 2010 - Dec 2010 < 1
Morgan Stanley Smith Barney San Jose, CA Jun 2010 - Oct 2010 < 1
Platinum Mortgage Salinas, CA Jun 2008 - Jun 2010 2
Edward Jones St. Louis, MO Mar 2008 - May 2008 < 1
Platinum Mortgage Salinas, CA Dec 2000 - Mar 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Saul F. Juarez
Phone Number: 319-352-4090
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    11,341
    ACCOUNTS
  • Average Account Value
    $164,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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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