Jorge Cesar Escobedo

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2019
  Lpl Financial, Llc
  Mcallen, TX
• 06/2019 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Misson, TX

Previous Registrations

• 2015-12-17 → 2019-07-25
  Lpl Financial Llc
  Austin, TX
  Mcallen, TX
  Mcallen, TX
  Austin, TX
  Hidalgo, TX
• 2015-08-26 → 2015-12-18
  Cetera Investment Advisers Llc
  Austin, TX
• 2010-10-15 → 2015-08-24
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
• 2010-04-05 → 2010-10-15
  St Johns Wealth Management
  Mission, TX
• 2010-01-01 → 2010-03-12
  Bbva Compass Investment Solutions, Inc
  San Juan, TX
  Progreso, TX
  San Juan, TX
  San Juan, TX
  Penitas, TX
  Roma, TX
  Edinburg, TX
  Mission, TX
  Mission, TX
  Hidalgo, TX
  Mcallen, TX
  Mcallen, TX
  Mcallen, TX
  Mcallen, TX
  Rio Grande City, TX
  Mission, TX
  Edinburg, TX

Other Businesses

1. MJ & BOYZ LLC 50% OWNER. WIFE IS OTHER 50% OWNER. RENTAL PROPERTY. 2. PREMIER KINGDOM ADVISORS, LLC, PASS THROUGH LLC FOR CETERA INVESTMENT AND INSURANCE BUSINESS, OFFER PROPERTY AND CASUALTY INSURANCE THROUGH SHOWERY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-29
• S63 Uniform Securities Agent State Law Examination
  2003-06-20

Other Names

• Jorge Cesar Escobedo