JV
JV

Jennifer Villarreal

17 Years of Experience
San Antonio, TX
Broker

Jennifer Villarreal is a registered investment advisor, based in San Antonio, TX, with 17 years of industry experience.

Location

100 NE Loop 410, Ste. 1085, San Antonio, TX, 78216

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jennifer works as an agent at Sequel Financial Group, spending minimal time trading. She also works as an advisory representative of an RIA at CIRA, dedicating full-time hours, with a significant portion of that time spent trading.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2024 - Present · 1 yr 6 mos
Cambridge Investment Research, INC.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Gwn Securities INC.
November 2015 - November 2024 · 9 yrs
Gwn Securities INC.Broker
November 2015 - November 2024 · 9 yrs
AXA Advisors, LLC
September 2008 - November 2015 · 7 yrs 2 mos
AXA Advisors, LLCBroker
August 2008 - November 2015 · 7 yrs 3 mos
State Registrations17 states
ARAZCACOGAIDMDMONCNENMOHPATNTXVAWI
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.
Jennifer Villarreal - Financial Advisor | TrueAdvisor