Javier Guzman Ortiz, financial advisor Magnolia TX
90 score

Javier Guzman Ortiz

CRD Number: 6202592
Current Firm: Erguz, LLC

Javier Guzman Ortiz (CRD# 6202592) is an Investment Advisor Representative working at Erguz, LLC in Magnolia, TX and has over 4 years of experience in the finance industry.

Similar Advisors
Dan Michalk, financial advisor Magnolia TX
Dan P. Michalk
CRD# 2579778
Waterway Wealth Management, LLC
Similar Advisors
Mollie Strong, financial advisor Magnolia TX
Mollie H. Strong
CRD# 1841209
Centaurus Financial, Inc.
Similar Advisors
Karen Abramski, financial advisor Magnolia TX
Karen K. Abramski
CRD# 4079212
Lpl Financial LLC
Company Name Location Dates Years
Erguz, LLC The Woodlands, TX Dec 2012 - Current 5
Self Employed The Woodlands, TX May 2011 - Dec 2012 1
Student Los Angeles, CA Aug 2009 - May 2011 1
Cemex Houston, TX Jan 2008 - May 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Javier Guzman Ortiz
Phone Number: 832-631-6284
Firm Website: https://erguz.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.