Jesus Ramon (CRD# 7067420) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fair Oaks Ranch, TX and has over 4 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Salt Lake City, UT | Nov 2021 - Current | 2 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | May 2021 - Nov 2021 | < 1 |
| J11 Financial, LLC | Fair Oaks Ranch, TX | Feb 2021 - Nov 2021 | < 1 |
| Uber | San Antonio, TX | Jul 2019 - Nov 2021 | 2 |
| Shipt | San Antonio, TX | Nov 2019 - Jun 2021 | 1 |
| Royal Alliance Associates, Inc. | San Antonio, TX | Jun 2020 - May 2021 | < 1 |
| Cuellar And Associates | San Antonio, TX | May 2020 - May 2021 | 1 |
| Victory Capital Advisers, Inc. | San Antonio, TX | Oct 2019 - Apr 2020 | < 1 |
| J.p. Morgan Securities LLC | San Antonio, TX | Jan 2019 - Aug 2019 | < 1 |
| Guerrero Certified Public Accountant | San Antonio, TX | Jan 2018 - Aug 2019 | 1 |
| Heb Grocery Store | Boerne, TX | Jul 2019 - Jul 2019 | < 1 |
| Jp Morgan Chase Bank Na | San Antonio, TX | Apr 2007 - Jan 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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