Unclaimed
Jesus Felix leyva is a registered representative with Charles Schwab & CO., Inc., a firm with over 919,128 clients and more than $50 billion in assets under management. Jesus is registered in 51 states and the District of Columbia. Jesus has been in the securities industry since 2023. Jesus's firm offers a variety of services, including financial planning, selection of other advisors, and wrap fee programs. Jesus is also an owner of Invictus Films LLC, a film production company based in Los Angeles, CA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/09/2024 - Present
Charles Schwab & CO., Inc. (Los Angeles CA)
BC
Issued 07/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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