Jorge Alberto Meza

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2005 → Present
  Hbw Insurance & Financial Services, Inc.
  Simi Valley, CA
• 07/2001 → Present
  Coast To Coast
  Burbank, CA
• 01/2010 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 12/2005 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 08/2011 → Present
  Gable Property Management
  Valencia, CA
• 06/2017 → Present
  Meza Wealth Management
  Stevenson Ranch, CA
• 06/2017 → 08/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2017-06-26 → 2019-12-31
  Cetera Wealth Services, Llc
  Valencia, CA

Other Businesses

1. Name of other business: Fixed insurance with various companies Investment related: Yes Address: Same as Registered Location Nature of business: Fixed Insurance Start Date: 06/2017 Apx number of hours per week: varies Apx number of hours during trading hours: varies Position/title/relationship: Insurance Agent Brief description of duties: Sells Life, Health, Disability, Annuities and Long Term Care 2. Name of other business: HBW Partners Investment related: Yes Address: Same as Registered Location Nature of business: Financial Services Start date: 05/2001 Position/title/relationship: wealth manager Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: wealth manager 3. Name of other business: Gable Property Management Investment related: No Address: 23822 Valencia Blvd Valencia, CA 91355 Nature of business: Property Management Start date: 08/2011 Position/title/relationship: CEO / Partner Apx number of hours per week: 2 Apx number of hours during trading hours: 2 Brief description of duties: involved in macro level business decisions 4. Name of other business: Coast to Coast, Inc. Investment related: Yes Address: Same as Registered Location Nature of business: insurance sales Start date: 07/2001 Position/title/relationship: owner Apx number of hours per week: 25 Apx number of hours during trading hours: 25 Brief description of duties: insurance sales 5. Name of other business: Meza Wealth Management Investment related: Yes Address: Same as Registered Location Nature of business: Financial Services Start date: 06/2017 Position/title/relationship: owner Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: provide financial services 6. NAME OF OTHER BUSINESS: SANTA CLARITA BUSINESS GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCTION; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: ASSIST IN MAKING DECISIONS ON POLICY, MEMBERSHIP, FUNCTIONS AND PHILANTHROPY;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-15
• S63 Uniform Securities Agent State Law Examination
  2000-01-21