Jorge Castillo

Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

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

• 03/2024 → 04/2026
  Primerica Financial Services
  San Antonio, TX
• 10/2024 → 04/2026
  Pfs Investments Inc.
  San Antonio, TX
• 07/2017 → 07/2024
  Pappas Restaurants Inc
  Houston, TX
• 09/2023 → 12/2023
  Professional Enrollment Concepts
  Houston, TX
• 02/2014 → 07/2017
  Bb's Cafe Restaurant
  Houston, TX
• 08/2025 → Present
  Apex Engagement Solutions
  San Antonio, TX
• 03/2026 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 04/2026 → Present
  Mwa Financial Services, Inc.
  Rock Island, IL

Previous Registrations

• 2026-01-28 → 2026-04-14
  Pfs Investments Inc.
  San Antonio, TX
  Houston, TX

Other Businesses

Apex Engagement Solutions, non-inv. San Antonio, TX. 6/2024. Business Operations Manager. 160 non-inv./160 inv.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-17
• S63 Uniform Securities Agent State Law Examination
  2024-12-09

Other Names

• Jorge Castillo
• Jorge Castillo