Jorge Meza
Jorge Meza is a registered investment advisor at Hbw Advisory Services LLC, based in Simi Valley, 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, Investment Management, and 1 more. Their firm serves 13,864 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBW Advisory Services charges an annual fee based on a percentage of the assets they manage for you, but the brochure does not specify the exact percentage. The fee is determined by factors like the amount you invest, the complexity of your investments, and your financial goals. The fee is typically paid quarterly. HBW also has an online portfolio management platform with fees up to 1.50% annually.
Location
2655 1st Street, Suite 250, Simi Valley, CA, 93065
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Regulatory History (1)
Judgment / Lien
February 2021Other 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
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Hbw Securities LLCBroker
American General Securities IncorporatedBroker
Great American Advisors, INC.Broker
Iac Securities, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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.