Jesus Soto
Jesus Soto is a registered investment advisor at Silverstone Private Wealth, based in Kingwood, TX, with 26 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and will be memorialized in the client’s advisory agreement.
Fee Estimator
Location
1525 Lakeville Drive, Ste 123, Kingwood, TX, 77339
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesus works as an independent insurance agent for various independent insurance companies since 1999. This takes about a quarter of his time.
Employment History
Current Registrations
Silverstone Private Wealth
Previous Registrations
Retirement Consultants, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Nylife Securities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.