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Jesus Alberto Soto

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-06
  • AZ RA
    APPROVED
    Since 2026-07-06

Branch Locations

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • 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
Cambridge Investment Research, Inc. Fairfield IA 08/2016 02/2024
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2016 02/2024
Retirement Consultants Tucson AZ 02/2024 11/2025
Silverstone Private Wealth Llc Kingwood TX 12/2025 05/2026
United Planners Financial Services Scottsdale AZ 06/2026 Present
Jesus A Soto Oro Valley AL 11/1998 Present
  • 08/2016 → 02/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2016 → 02/2024
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 02/2024 → 11/2025
    Retirement Consultants
    Tucson, AZ
  • 12/2025 → 05/2026
    Silverstone Private Wealth Llc
    Kingwood, TX
  • 06/2026 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 11/1998 → Present
    Jesus A Soto
    Oro Valley, AL
Previous Registrations
  • 2025-11-17 → 2026-05-08
    Silverstone Private Wealth
    Kingwood, TX
  • 2024-02-09 → 2025-11-17
    Retirement Consultants, Inc.
    Albuquerque, NM
    Tucson, AZ
  • 2016-08-16 → 2024-02-16
    Cambridge Investment Research Advisors, Inc.
    Albuquerque, NM
    Albuquerque, NM
  • 2015-08-05 → 2016-09-02
    Cuna Brokerage Services, Inc.
    Albuquerque, NM
    Waverly, IA
    Albuquerque, NM
    Albuquerque, NM
  • 2014-05-28 → 2015-07-30
    Bancwest Investment Services, Inc.
    Albuquerque, NM
    Albuquerque, NM
    Derby, KS
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Albuquerque, NM
    Rio Rancho, NM
    Albuquerque, NM
  • 2012-07-11 → 2014-05-30
    Waddell & Reed
    Albuquerque, NM
Other Businesses

1.) JESUS A SOTO - OWNER - NON-VARIABLE INSURANCE - ORO VALLEY, AZ - SINCE 11/1998 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-10
  • S66 Uniform Combined State Law Examination
    2012-07-10
Other Names
  • Jay Soto

View on SEC IAPD

Other Firms

BRIDGELIGHT CAPITAL LLC
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
IRONWOOD WEALTH ADVISORS, LLC
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR
CETERA INVESTMENT ADVISERS LLC
FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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