Tsa Wealth Management
Tsa Wealth Management (CRD# 323123) is a financial advisory firm headquartered in Houston, TX. They manage $267,213,159 in 636 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management267MILLION
-
Total Number of Accounts636ACCOUNTS
-
Average Account Value$420,146
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, LA, NY, TX
Austin Marrs (CRD# 5979477) is an Investment Advisor Representative working at Tsa Wealth Management in Houston, TX and has over 12 years of experience in the finance industry.
Crystal McKeon (CRD# 4690796) is an Investment Advisor Representative working at Tsa Wealth Management in Houston, TX and has over 13 years of experience in the finance industry.
Jonathan has been with Tri-Star since 2009. Today he leads the firm's financial planning practice. His areas of expertise include managing leverage, cash flow, retirement planning, and charitable giving. He has an extensive fixed income background having starting his career analyzing mortgage backed securities, municipal bonds, and structured notes.
Jonathan earned a BA in Economics from Pepperdine University and a JD/MBA from Baylor University. Jonathan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.