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Jorge Antonio Salas

Kestra Investment Services, LLC

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About Jorge Antonio Salas

Jorge Salas is a financial professional with over 20 years of experience in the industry. Jorge is currently registered with Kestra Investment Services, LLC and has a wide range of experience in the financial services industry. Jorge holds licenses for Series 63, 10, 9, 7 and SIE. Jorge has previously worked at USAA Financial Advisors, Inc., Citigroup Global Markets Inc., Citicorp Investment Services, Frost Brokerage Services, Inc., and Charles Schwab & Co., Inc.

Firm Information

Jorge Salas is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Jorge Salas’s Registration & Firm History

TX

10/09/2014 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

12/05/2013 - 04/25/2014

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

05/29/2007 - 03/08/2013

CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)

TX

10/13/2004 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)

TX

09/08/2003 - 09/07/2004

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

NY

11/22/2002 - 09/19/2003

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

TX

06/21/2000 - 10/11/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 07/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/22/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Antonio Salas.
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