Jorge Cazarez

13 Years of Experience

San Antonio, TX

1 DisclosureBroker

Jorge Cazarez is a registered investment advisor, based in San Antonio, TX, with 13 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold.

Location

5750 W. Loop 1604 N., San Antonio, TX, 78251

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History

Regulatory History (1)

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Customer Dispute

August 2026

Denied

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Other Business Activities

Jorge serves as a trustee and executor for the Jeff Connole Trust, dedicating a few hours per week to settling the estate, creating trusts, and working with professionals. This activity is investment-related.

Employment History

Current Registrations

Raymond James Financial Services, INC.Broker

June 2018 - Present · 8 yrs 4 mos

Raymond James Financial Services Advisors, INC

June 2018 - Present · 8 yrs 4 mos

Swbc Investment Services, LLCBroker

January 2015 - June 2015 · 5 mos

Edward Jones

September 2013 - January 2015 · 1 yr 4 mos

Edward JonesBroker

July 2013 - January 2015 · 1 yr 6 mos

State Registrations8 states

ARCACOFLMTNCNMTX

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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