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Jose L De La Garza

Edward Jones

Brownsville, TX

CRD 5016072

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2008-02-14
  • TX RA
    APPROVED
    Since 2008-02-14

Branch Locations

855 W Price Rd Suite 3, Brownsville, TX 78520 • 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
Edward Jones Brownsville TX 06/2006 Present
Other Businesses

RESIDENTIAL RENTAL PROPERTY BROWNSVILLE, TX Start date: 4/1/2024 OWNER Hours per week: 0 Hours during trading: 0 OWNER OF RENTAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-08
S63 Uniform Securities Agent State Law Examination 2006-07-27
  • S66 Uniform Combined State Law Examination
    2008-02-08
  • S63 Uniform Securities Agent State Law Examination
    2006-07-27
Designations
  • Certified Financial Planner
Other Names
  • Jose Luis De La Garza
  • Joey Delagarza
  • Jose Luis Delagarza
  • Jose Luis De La Garza

View on SEC IAPD

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