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Jesus Quezada

Alexander Capital Wealth Management LLC
20 Years of Experience
Alhambra, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jesus Quezada is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Alhambra, CA, with 20 years of industry experience. Jesus is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 614 clients with $240M in assets under management.

Alexander Capital Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
614 clients
Average Client Portfolio
$388K average
Assets Under Management
$238.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees range from 0.25% to 2.00% based on asset value, complexity, and administration. Wrap fee programs range from 0.10% to 2.00%. Fees are negotiable.

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

Location

2410 W Valley Blvd, Alhambra, CA, 91803

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History

Regulatory History (3)
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.
Customer Dispute
October 2024
Settled
Judgment / Lien
April 2017
Customer Dispute
August 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesus reviews existing annuity and life insurance policies at Stoic Wealth Management, dedicating minimal time to this non-investment related activity. He also has 50% ownership in Valzada Industries, spending a few hours per week meeting clients and potentially purchasing property to assist in rebuilding his community.

Employment History
Current Registrations
Alexander Capital Wealth Management LLC
January 2023 - Present · 3 yrs 9 mos
Alexander Capital, L.P.
January 2023 - Present · 3 yrs 9 mos
Alexander Capital, L.P.Broker
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Crown Capital Securities, L.P.Broker
February 2017 - December 2022 · 5 yrs 10 mos
Crown Capital Securities, L.P.
February 2017 - December 2022 · 5 yrs 10 mos
Regal Investment Advisors LLC
January 2015 - February 2017 · 2 yrs 1 mo
Bright Owl Investment Advisors
May 2014 - December 2014 · 7 mos
Regulus Advisors, LLCBroker
May 2014 - February 2017 · 2 yrs 9 mos
Centaurus Financial, INC.
April 2012 - June 2014 · 2 yrs 2 mos
Centaurus Financial, INC.Broker
March 2012 - June 2014 · 2 yrs 3 mos
Chase Investment Services CORP.
May 2009 - April 2012 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
May 2009 - April 2012 · 2 yrs 11 mos
Wamu Investments, INC.
December 2008 - May 2009 · 5 mos
Wamu Investments, INC.Broker
September 2006 - May 2009 · 2 yrs 8 mos
State Registrations5 states
CANYTXUTWY
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.
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