JE
JE
Jorge Escobedo
22 Years of Experience
Mission, TX
1 DisclosureBrokerSells Insurance
Jorge Escobedo is a registered investment advisor at Cetera Investment Advisers LLC, based in Mission, TX, with 22 years of industry experience. Jorge operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Mission, TX
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Regulatory History (1)
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Customer Dispute
June 2018Denied
Other Business ActivitiesSells Insurance
Jorge is a 50% owner of MJ & Boyz LLC, a rental property business, with his wife owning the other 50%. He also owns Premier Kingdom Advisors, LLC, a pass-through LLC for Cetera investment and insurance business, and offers property and casualty insurance through Showery.
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2019 - Present · 6 yrs 10 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
LPL Financial LLC
December 2015 - July 2019 · 3 yrs 7 mos
LPL Financial LLCBroker
December 2015 - July 2019 · 3 yrs 7 mos
Cetera Investment Services LLCBroker
August 2015 - December 2015 · 4 mos
Cetera Investment Advisers LLC
August 2015 - December 2015 · 4 mos
Bbva Securities INC.Broker
May 2013 - August 2015 · 2 yrs 3 mos
Bbva Wealth Solutions INC.
October 2010 - August 2015 · 4 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
January 2010 - March 2010 · 2 mos
Bbva Compass Investment Solutions, INCBroker
October 2008 - May 2013 · 4 yrs 7 mos
Banorte Securities International, LTD.Broker
May 2007 - September 2008 · 1 yr 4 mos
Chase Investment Services CORP.Broker
December 2003 - April 2007 · 3 yrs 4 mos
PFS Investments INC.Broker
July 2003 - December 2003 · 5 mos
State Registrations2 states
MATX
AdvisorBrokerBoth
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.