Alexander Joseph Chavez

Employer firm

Invicta Financial Group CRD 288008

$371M regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• FINANCIAL ADVISORY SERVICES VIA 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

• 07/2024 → Present
  Educational Services Inc.
  Yuma, AZ
• 07/2024 → 12/2024
  Unemployed
  Yuma, AZ
• 06/2016 → 07/2024
  United States Federal Courts
  Yuma, AZ
• 01/2026 → Present
  Invicta Financial Group
  Yuma, AZ

Other Businesses

Alex has served as a Substitute Teacher since November 2024. This activity involves providing classroom coverage on an as-needed basis for local schools and does not involve custody or control over client or school funds. He receives $300 per month for this activity and spends approximately16 hours per month on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-07