Jeremiah Castaneda, financial advisor Edinburg TX

Jeremiah Castaneda

CRD Number: 6341581
Current Firm: Kws Advisory Group, LLC

Jeremiah Castaneda (CRD# 6341581) is an Investment Advisor Representative working at Kws Advisory Group, LLC in Edinburg, TX and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Kws Advisory Group, LLC Edinburg, TX Sep 2020 - Current 3
Kws Financial Group, LLC Edinburg, TX Oct 2015 - Current 8
St. Bernard Financial Services, Inc. Edinburg, TX Dec 2018 - Sep 2020 1
Edinburg Cisd Edinburg, TX Aug 2009 - Dec 2018 9
Regal Investment Advisors, LLC Kentwood, MI Feb 2017 - Oct 2018 1
Kws Financial Group, LLC Edinburg, TX Apr 2016 - Feb 2017 < 1
Money Concepts Capital Corp Palm Beach Garddens, FL Jun 2014 - Dec 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Jeremiah S. Castaneda
Phone Number: 956-393-7516
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $42,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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