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David K Alvarez

PAX Financial Group

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About David K Alvarez

David Alvarez is a financial professional with over 15 years of experience in the financial services industry. David is currently registered with PAX Financial Group in San Antonio, Texas. David has previously been registered with Intercontinental Asset Management Group, LTD., J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. David holds Series 63, SIE and Series 7 licenses. David is a Certified Financial Planner™. David's specializations include retirement planning, college savings, estate planning, and insurance.

Firm Information

David Alvarez is currently registered with PAX Financial Group. PAX Financial Group, located in San Antonio, Texas, is an independent financial advisor offering a wide range of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and other clients. The firm has a team of 16 Investment Advisor Representatives and 9 licensed agents who manage over $600 million in assets for over 4,000 clients, including both high-net-worth individuals and individuals other than high-net-worth. PAX Financial Group also offers a wrap fee program and participates in a variety of podcasts focused on financial topics.
PAX Financial Group

270 NORTH LOOP 1604 EAST

SAN ANTONIO, TX 78232

$600.06M

Assets Under Management

13

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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podcasts

Podcasts

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

A percentage of assets under pontera advisory

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David Alvarez’s Registration & Firm History

TX

09/26/2019 - Present

PAX Financial Group (SAN ANTONIO TX)

TX

11/12/2015 - 08/21/2019

INTERCONTINENTAL ASSET MANAGEMENT GROUP, LTD. (SAN ANTONIO TX)

TX

10/11/2012 - 09/10/2015

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

IL

10/01/2008 - 09/27/2012

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

NY

10/07/2005 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/24/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David K Alvarez. Review regulatory record here.
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