Edmundo Javier Garza

Employer firm

Consultiva Wealth Management, Corp. CRD 111846

$533M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Consultiva Wealth Management Corp
  San Juan, PR
• 07/2016 → 02/2025
  Huntleigh Securities Corporation
  St. Louis, MO
• 07/1988 → Present
  Interamerican University Of Pr
  Rio Piedras, PR
• 02/2025 → Present
  Savile Capital Markets Llc
  San Juan, PR

Previous Registrations

• 2005-02-18 → 2014-02-19
  Consultiva Wealth Management, Corp.
  San Juan, PR

Other Businesses

CONSULTIVA WEALTH MANAGEMENT CORP/ IAR / INVESTMENT RELATED / SAN JUAN, PR/ ADVISORY FIRM/ 10-2000, 80HR MONTH SAVILE CAPITAL MARKETS / REGISTERED REP/ INVESTMENT RELATED / SAN JUAN, PR/ INTRODUCING BD/ 02-2025, 80HR MONTH CONSULTIVA INSURANCE / AGENT / INVESTMENT RELATED / SAN JUAN, PR / INSURANCE COMPANY / 2-2023 / APPROX 10 HRS MONTH INTERAMERICAN UNIVERSITY OF PR / PROFESSOR/ NOT INVESTMENT RELATED / SAN JUAN, PR / UNIVERSITY / 07-1988 / 16HRS MONTH VAQUERIA TRES MONJITAS / ECONOMICS CONSULTANT/ NOT INVESTMENT RELATED / ADVISES ECONOMIC MATTERS / SAN JUAN PR / 3HR MONTH CSR, INC / OWNER / NOT INVESTMENT RELATED / NONPROFIT BOOK PUBLISHING / SAN JUAN PR / 06-2017 / 4 HRS MONTH ACADEMIA MARIA REINA / BOARD MEMBER / NONPROFIT SCHOOL / NOT INVESTMENT RELATED / FINANCE & AUDIT COMMITTEE MEMBER / SAN JUAN PR / 08-2013 / 12HRS YR INICIATIVA COMUNITARIA / BOARD MEMBER / NOT INVESTMENT RELATED / NONPROFIT COMMUNITY SERVICE / ATTEND MEETINGS / SAN JUAN, PR / 05-2018 / 2 HRS MONTH

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-28
• S65 Uniform Investment Adviser Law Examination
  2002-04-17

Other Names

• Edmundo Javier Garzaponcedeleon
• Edmundo J Garza
• Edmund Javier Garza