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Jarod Robert Mercado

Secure Financial Management

San Antonio, TX

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Current Employers
Secure Financial Management

4630 De Zavala Rd, San Antonio, TX 78249 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-02
  • TX RA
    APPROVED
    Since 2024-12-02

Branch Locations

4630 De Zavala Rd, San Antonio, TX 78249 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jp Morgan Chase Bank, N.A. San Antonio TX 10/2021 05/2023
Jp Morgan Securities, Llc San Antonio TX 10/2021 05/2023
Victory Capital San Antonio TX 02/2021 10/2021
Express Inc. San Antonio TX 07/2017 09/2020
Apex Systems, Llc San Antonio TX 02/2021 10/2021
Unemployed San Antonio TX 01/2011 06/2017
Unemployed San Antonio TX 10/2020 01/2021
Secure Financial Management San Antonio TX 05/2023 Present
  • 10/2021 → 05/2023
    Jp Morgan Chase Bank, N.A.
    San Antonio, TX
  • 10/2021 → 05/2023
    Jp Morgan Securities, Llc
    San Antonio, TX
  • 02/2021 → 10/2021
    Victory Capital
    San Antonio, TX
  • 07/2017 → 09/2020
    Express Inc.
    San Antonio, TX
  • 02/2021 → 10/2021
    Apex Systems, Llc
    San Antonio, TX
  • 01/2011 → 06/2017
    Unemployed
    San Antonio, TX
  • 10/2020 → 01/2021
    Unemployed
    San Antonio, TX
  • 05/2023 → Present
    Secure Financial Management
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-08-05
S65 Uniform Investment Adviser Law Examination 2021-12-11
  • S63 Uniform Securities Agent State Law Examination
    2022-08-05
  • S65 Uniform Investment Adviser Law Examination
    2021-12-11
Other Names
  • Jarod R Mercado

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

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Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

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