Jesse J. Rangel
Professional summary
Jesse Juarez Rangel SR, who also goes by Jesse Juarez Rangel, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Forney, Texas and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jesse has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Juarez Rangel SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2019 - Present
MISSIONSQUARE RETIREMENT
Office #1: 10211 Helms Trail, Forney, TX 75126June 1, 2017 - Present
MISSIONSQUARE INVESTMENT SERVICES
Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240July 21, 2015 - April 11, 2017
BBVA SECURITIES INC.
October 1, 2012 - December 31, 2013
J.P. MORGAN SECURITIES LLC
February 1, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
September 21, 2010 - February 25, 2011
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - July 27, 2009
CHASE INVESTMENT SERVICES CORP.
April 21, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
May 28, 1998 - March 29, 2005
PFS INVESTMENTS INC.
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/1/2017)
(6/17/2019)
(6/1/2017)
(6/17/2019)
(12/1/2024)
(6/1/2017)
(6/17/2019)
(6/1/2017)
(6/17/2019)
Exams
FINRA
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MISSIONSQUARE RETIREMENT
CRD#: 108783Forney, TX 75126TRUST BUT VERIFY
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