Jorge CazarezCRD Number: 6197880
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jorge Cazarez (CRD# 6197880) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Schertz, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Schertz, TX||Jul 2015 - Current||1|
|Bank Of America, N.a.||Schertz, TX||Jul 2015 - Current||1|
|Swbc Investment Services LLC||San Antonio, TX||Jan 2015 - Jun 2015||< 1|
|Swbc Investment Company||San Antonio, TX||Jan 2015 - Jun 2015||< 1|
|Edward Jones||St Louis, MO||May 2013 - Dec 2014||1|
|Unemployed||Troy, MI||Mar 2013 - May 2013||< 1|
|Nexans Autoelectric Of America, Inc.||San Antonio, TX||Aug 2010 - Mar 2013||2|
|The Pic Group||San Antonio, TX||Mar 2007 - Aug 2010||3|
|Emh||San Antonio, TX||Jan 2007 - Mar 2007||< 1|
|Unemployed||Troy, MI||Oct 2006 - Jan 2007||< 1|
|Toyoda Gosei North America, Inc.||Troy, MI||Feb 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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