Jorge Meza, financial advisor Stevenson Ranch CA
93 score

Jorge Meza

CRD Number: 3129046
Current Firm: Cetera Advisor Networks LLC

Jorge Meza (CRD# 3129046) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Stevenson Ranch, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks, LLC El Segundo, CA Jun 2017 - Current < 1
Meza Wealth Management Stevenson Ranch, CA Jun 2017 - Current < 1
Gable Property Management Valencia, CA Aug 2011 - Current 6
Hbw Advisory Services LLC Simi Valley, CA Jan 2010 - Current 8
Hbw Insurance & Financial Services, Inc. Simi Valley, CA Apr 2005 - Current 13
Coast To Coast Burbank, CA Jul 2001 - Current 16
Hbw Securities LLC Simi Valley, CA Dec 2005 - Jun 2017 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Jorge A. Meza
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
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
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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