Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Garza is a financial advisor with over 28 years of experience in the industry. Jesus has a broad range of experience and licenses, including a Series 7, 6, 24, 31, 63, 65 and SIE. Jesus currently works with Osaic Wealth, Inc., with offices in Gurnee, IL, and San Antonio, TX. Jesus Garza works with individuals, high-net-worth individuals, businesses, corporations, pension plans, charitable organizations, and state or municipal government entities.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (GURNEE IL)
TX
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
TX
08/31/2001 - 07/17/2020
INVESTACORP, INC. (SAN ANTONIO TX)
NY
11/07/1996 - 09/14/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MA
11/21/1994 - 11/04/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/21/1994 - 11/04/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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