Jose Alvaro Tejada

Employer firm

Ratio Capital CRD 283357

$24.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2008 → 01/2019
  Union Bank
  Los Angeles, CA
• 07/2012 → 01/2019
  Unionbanc Investment Services
  Los Angeles, CA
• 03/2019 → Present
  Ratio Financial Holdings
  West Hills, CA
• 02/2019 → 03/2019
  N/A
  N/A, CA
• 02/2008 → 01/2019
  Mufg Union Bank
  Los Angeles, CA

Previous Registrations

• 2016-03-08 → 2019-02-05
  U.S. Bancorp Advisors, Llc
  Los Angeles, CA

Other Businesses

Business Name: Guaranteed Rate Address: 315 S Beverly Blvd, Suite 320, Beverly Hills, CA 90212 Position: VP of Mortgage Lending Feb 2020 - Present Business Name: The Countermove, Inc. Address: 7647 Shoup Ave, West Hills, CA 91304 Position: Mortgage and Lending Consultant Feb 2019 - Present

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-07
• S63 Uniform Securities Agent State Law Examination
  2012-08-20

Other Names

• Jose Alvaro Tejada
• Jose A Tejada