Elizabeth Ledezma

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-02

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
J.P. Morgan Securities Llc	Odessa	TX	09/2023	06/2025
Jpmorgan Chase Bank, N.A.	Odessa	TX	09/2023	06/2025
Frost Bank	Odessa	TX	07/2022	08/2023
Wells Fargo	Odessa	TX	09/2016	07/2022
H-E-B, Lp	Odessa	TX	08/2016	11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Odessa	TX	06/2025	Present
Bank Of America, N.A.	Odessa	TX	10/2025	Present

09/2023 → 06/2025

J.P. Morgan Securities Llc

Odessa, TX
09/2023 → 06/2025

Jpmorgan Chase Bank, N.A.

Odessa, TX
07/2022 → 08/2023

Frost Bank

Odessa, TX
09/2016 → 07/2022

Wells Fargo

Odessa, TX
08/2016 → 11/2016

H-E-B, Lp

Odessa, TX
06/2025 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Odessa, TX
10/2025 → Present

Bank Of America, N.A.

Odessa, TX

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-02
S63	Uniform Securities Agent State Law Examination	2023-12-22

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