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Anthony Jaso

TRB Capital Markets, LLC

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About Anthony Jaso

Anthony Jaso is a registered representative with Trb Capital Markets, Llc in San Antonio, Texas. Anthony has been in the securities industry since November 24, 2006. Anthony has passed the Series 7, Series 52, Series 50 and Series 63 exams. Anthony is also registered with the state of Texas. Anthony's previous firm affiliation was with Estrada Hinojosa & Company, Inc. and Frost Brokerage Services, Inc.

Firm Information

Anthony Jaso is currently registered with TRB Capital Markets, LLC. TRB Capital Markets, LLC is a Limited Liability Company formed on August 19, 2022. The firm is registered in Colorado, Florida, Illinois, New York, and Texas and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Anthony Jaso’s Registration & Firm History

TX

08/07/2024 - Present

TRB Capital Markets, LLC (SAN ANTONIO TX)

TX

07/15/2003 - 03/01/2006

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 12/04/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/10/2009

Series 52 - Municipal Securities Representative Examination

BC

Issued 07/14/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Jaso.
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