AB
AB

Antonio Jaoudet Boueri

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

9800 Richmond Ave, Ste 140, Houston, TX, 77042

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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 ActivitiesSells Insurance

Antonio is an insurance agent with Brokers Clearing House since May 2023, selling fixed life and fixed annuities. He also works as an insurance agent selling life, health, and annuity products, dedicating full-time hours to these activities.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
March 2025 - Present · 11 mos
Mutual of Omaha Investor Services, INC.Broker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
May 2023 - April 2024 · 11 mos
Oneamerica Securities, INC.Broker
June 2022 - April 2023 · 10 mos
Allstate Financial Services, LLCBroker
August 2018 - November 2021 · 3 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.