Jesus Quezada
Jesus Quezada is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Alhambra, CA, with 19 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
2410 W Valley Blvd, Alhambra, CA, 91803
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Judgment / Lien
April 2017Customer Dispute
August 2016Other 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
Alexander Capital, L.P.
Alexander Capital, L.P.Broker
Previous Registrations
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Regal Investment Advisors LLC
Bright Owl Investment Advisors
Regulus Advisors, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations4 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.