Joseph Robert Gallardo

Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2024 → Present
  Texas Capital Bank Private Wealth
  Austin, TX
• 06/2024 → Present
  Texas Capital Bank
  Austin, TX
• 06/2021 → 06/2024
  Visa Inc.
  Austin, TX
• 06/2014 → 05/2021
  Full Time Education
  El Paso, TX
• 05/2018 → 08/2018
  Strategic Wealth
  El Paso, TX
• 12/2018 → 01/2019
  Gallardo & Gallardo
  El Paso, TX
• 06/2019 → 08/2019
  Strategic Wealth
  El Paso, TX

Other Businesses

Andy Roddick Foundation | Leadership Council | 04/28/2026 | 10 hours yearly | $0.00 USD

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-26

Other Names

• Jojo Gallardo