Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Cruz is a financial advisor with over 10 years of experience in the industry. Jesus is registered with the state of Florida as both a Registered Investment Advisor and a Broker. Jesus is affiliated with Raymond James & Associates, Inc. which manages assets between $1 billion and $10 billion, including a significant amount of assets under management in the areas of insurance companies, pension and profit sharing plans, and charitable organizations. Jesus's practice specializes in portfolio management, financial planning, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/24/2014 - Present
Raymond James & Associates, Inc. (Coral Gables FL)
IA
Issued 09/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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