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David Alonzo Castro

JET Stream Wealth Management

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About David Alonzo Castro

David Castro is an Investment Advisor Representative at Jet Stream Wealth Management, a firm based in Ridgewood, New York. David provides financial planning and portfolio management for individuals. David also works at Jetblue Airways as an Aircraft Maintenance Controller. David holds a Series 65 license.

Firm Information

David Castro is currently registered with JET Stream Wealth Management. JET Stream Wealth Management is an investment advisory firm based in . The firm provides financial planning and portfolio management services to individuals. They also offer other advisory services, including retirement planning. The firm has 1 investment advisory professional.

Not reported

Assets Under Management

Not reported

Total Clients

1

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning

Retirement planning

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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percentage of assets

A percentage of the total value of assets under management is charged.

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David Castro’s Registration & Firm History

NY

03/01/2024 - Present

JET Stream Wealth Management (RIDGEWOOD NY)

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Licenses & Designations

IA

Issued 10/20/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alonzo Castro.
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