Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Chavez is a financial advisor in San Antonio, Texas. Jesus has been working in the financial services industry since March 6, 2000. Jesus is currently registered with Victory Capital Management Inc. and is also registered with the state of Texas as a Broker-Dealer. Jesus has been registered with USAA FINANCIAL ADVISORS, INC. as a Broker-Dealer and has been registered with USAA INVESTMENT MANAGEMENT COMPANY as a Broker-Dealer and Investment Advisor. Jesus has passed the Series 63, Series 65, Series 7, and SIE exams. Jesus has a strong background in financial planning, portfolio management, and investment advice. Jesus is a partner/owner of ALL-AROUND OUTFITTERS, LLC. Jesus is a dedicated professional with a passion for helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/02/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/06/2007 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/07/2000 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 12/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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