Alvaro Soto

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

• 02/2017 → 08/2019
  Bank Of America
  Miami, FL
• 12/2016 → 02/2017
  Att
  Miami, FL
• 08/2019 → 11/2021
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 06/2016 → 11/2016
  Unemployed
  Miami, FL
• 11/2021 → 08/2023
  Merrill Lynch/Boa
  Houston, TX
• 08/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2022-01-24 → 2023-08-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX

Other Businesses

Apple books Type: Ebooks Date: 07/15/24 Title: Seller Trad Hrs: 0 Tot Hrs: 0 Desc: my wife is making ebooks on baby led activities as a mother and doctor from mexico. I am only apart of this business in the sense that we have a joint account and funds have to be linked to my social for w9 purposes and it is related to child care and will not consume any hours from me. City-State: cypress TX" Amazon Affiliate Program Type: Ecommerce Date: 06/21/24 Title: Amazon Affiliate Trad Hrs: 0 Tot Hrs: 0 Desc: wife is running majority of outside activity selling baby products, we are on a joint account and my social security is on there for payment and receiving a tax return. She is selling recommending baby products to her friends. currently there is nothing being sold as it just started. City-State: Cypress TX"

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-21
• S63 Uniform Securities Agent State Law Examination
  2019-10-22

Other Names

• Alvaro Robert Soto