Jorge Cazarez, financial advisor Schertz TX
89 score

Jorge Cazarez

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jorge Cazarez
Phone Number: 800-637-7455
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 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)
  • Other
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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