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Jorge Meza

Hbw Advisory Services LLC
25 Years of Experience
Valencia, CA
1 DisclosureSells Insurance
View SEC Summary
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Jorge Meza is a registered investment advisor at Hbw Advisory Services LLC, based in Valencia, CA, with 25 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 13,864 clients with $1.7B in assets under management.

Hbw Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
13,864 clients
Average Client Portfolio
$126K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is based on a percentage of assets under management, not to exceed 2.00%. Actual fees vary based on portfolio size, complexity, and the representative managing the account. Online portfolio management platform fees will not exceed 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25600 Rye Canyon Road, Suite 201, Valencia, CA, 91355

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
February 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jorge is an Investment Advisory Representative at HBW Advisory Services LLC, a wealth manager at HBW Partners, the owner of Meza Wealth Management, and the CEO/Partner at Gable Property Management. He also sells fixed insurance with various companies and is the owner of Coast to Coast, Inc. for insurance sales, and a board member for Santa Clarita Business Group.

Employment History
Current Registrations
Hbw Advisory Services LLC
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
June 2017 - September 2025 · 8 yrs 3 mos
Cetera Advisor Networks LLC
June 2017 - December 2019 · 2 yrs 6 mos
Hbw Securities LLCBroker
March 2006 - July 2017 · 11 yrs 4 mos
American General Securities IncorporatedBroker
October 2003 - April 2005 · 1 yr 6 mos
Great American Advisors, INC.Broker
January 2002 - October 2003 · 1 yr 9 mos
Iac Securities, INC.Broker
July 2001 - January 2002 · 6 mos
PFS Investments INC.Broker
December 1999 - July 2001 · 1 yr 7 mos
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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