Jorge Eduardo Cantu

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2010 → 06/2019
  Usaa Financial Advisors Inc
  San Antonio, TX
• 04/2013 → 06/2019
  Usaa Financial Planning Services
  San Antonio, TX
• 09/2014 → 10/2016
  Usaa Investment Management Company
  San Antonio, TX
• 01/2018 → 06/2019
  Usaa Investment Management Company
  San Antonio, TX
• 07/2019 → 12/2019
  Fidelity National Information Services, Inc.
  San Antonio, TX
• 01/2020 → 06/2021
  Victory Capital
  San Antonio, TX
• 09/2021 → 03/2024
  Swbc Investment Services, Llc
  San Antonio, TX
• 09/2021 → 03/2024
  Swbc Investment Company
  San Antonio, TX
• 06/2021 → 09/2021
  Unemployed
  San Antonio, TX
• 03/2024 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2021-09-21 → 2024-05-07
  Swbc Investment Company
  San Antonio, TX
• 2021-06-03 → 2021-06-18
  Victory Capital Management Inc.
  San Antonio, TX
• 2018-01-08 → 2019-07-03
  Usaa Investment Services Company
  San Antonio, TX
• 2016-11-03 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2014-09-16 → 2016-11-08
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2013-04-23 → 2014-09-19
  Usaa Financial Planning Services
  San Antonio, TX
• 2010-07-13 → 2013-05-09
  Usaa Investment Services Company
  San Antonio, TX
• 2008-12-16 → 2010-06-17
  Chase Investment Services Corp.
  Laredo, TX
• 2007-09-17 → 2007-10-08
  Ameriprise Financial Services, Llc
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-09-14