Jorge Phillips Cazarez

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → 06/2018
  Merrill Lynch
  San Antonio, TX
• 06/2018 → Present
  Raymond James Financial Services, Inc.
  San Antonio, TX
• 06/2018 → Present
  Raymond James Financial Services Advisors Inc.
  San Antonio, TX
• 06/2018 → Present
  Security Service Fcu
  San Antonio, TX

Previous Registrations

• 2015-08-05 → 2018-06-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Schertz, TX
  Austin, TX
  Schertz, TX
  Schertz, TX
  Universal City, TX
  Schertz, TX
  San Antonio, TX
  San Antonio, TX
  New Braunfels, TX
• 2015-01-05 → 2015-06-23
  Swbc Investment Company
  San Antonio, TX
• 2013-09-23 → 2015-01-06
  Edward Jones
  San Antonio, TX
  San Antonio, TX
  St Louis, MO

Other Businesses

(1)Name of Business: Jeff Connole Tr Address: 31006 Windmill Ln, Bulverde, TX, 78163, United States Activity Type: Control Person Position/Title: Trustee (Named Only), Executor (Acting) Investment Related: Yes Start Date: 01/25/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Working with CPA, Estate Attorney and Beneficiaries in order to 1. Settle the Estate (gathering assets, complying with Federal and State regulations, and paying taxes) 2. Create and fund necessary Trusts (later in 2024 or during 2025 depending on Estate needs and Estate attorney direction) (2)Name of Business: Security Service Investment Group Address: 5750 W Loop 1604 N, San Antonio, TX, 78251, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/25/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advice

Exams

• S66 Uniform Combined State Law Examination
  2013-07-26

Other Names

• Jorge P Cazarez
• Jorge Cazarez