Ariel Jasso (CRD# 6614441) is an Investment Advisor Representative working at Waterway Wealth Management, LLC in The Woodlands, TX and has over 6 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waterway Wealth Management | The Woodlands, TX | Feb 2024 - Current | < 1 |
| Jpmorgan Chase Bank, N.a. | Houston, TX | Jan 2019 - Feb 2024 | 5 |
| Jpmorgan Securities, LLC | Houston, TX | Jan 2019 - Feb 2024 | 5 |
| Fidelity Brokerage Services LLC | Houston, TX | Feb 2017 - Dec 2018 | 1 |
| Fsc Securities Corp | Atlanta, GA | Aug 2016 - Jan 2017 | < 1 |
| Willis Johnson & Associates | Houston, TX | Feb 2016 - Jan 2017 | < 1 |
| University Of Houston- Main Campus | Houston, TX | Aug 2014 - Dec 2016 | 2 |
| University Of Houston | Houston, TX | Apr 2015 - Jan 2016 | < 1 |
| University Of Houston- Downtown | Houston, TX | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- TX
-
Total Assets Under Management581MILLIONS
-
Total Number of Accounts1,300ACCOUNTS
-
Average Account Value$447,216
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, LA, NM, TX
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