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JS

Jesus A. Soto

SILVERSTONE PRIVATE WEALTH
KINGWOOD, TX 77339
Some features on this profile are disabled
CRD#: 3185869
JS

Professional summary

Jesus Alberto Soto, who also goes by Jay Soto, is a registered financial advisor currently at SILVERSTONE PRIVATE WEALTH located in Kingwood, Texas.

Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jesus has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jay Soto

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Alberto Soto's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 17, 2025 - Present

SILVERSTONE PRIVATE WEALTH

Office #1: 1525 Lakeville Drive Ste 123, Kingwood, TX 77339
RIA
CRD#: 338605
KINGWOOD, TX
Past

February 9, 2024 - November 17, 2025

RETIREMENT CONSULTANTS, INC.

RIA
CRD#: 300343
Albuquerque, NM
Past

August 16, 2016 - February 16, 2024

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Albuquerque, NM
Past

August 16, 2016 - February 16, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Albuquerque, NM
Past

August 5, 2015 - September 2, 2016

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Albuquerque, NM
Past

August 5, 2015 - September 2, 2016

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Albuquerque, NM
Past

May 28, 2014 - July 30, 2015

BANCWEST INVESTMENT SERVICES, INC.

RIA
CRD#: 29357
ALBUQUERQUE, NM
Past

May 27, 2014 - July 30, 2015

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
ALBUQUERQUE, NM
Past

July 11, 2012 - May 30, 2014

WADDELL & REED

RIA
CRD#: 866
ALBUQUERQUE, NM
Past

June 20, 2012 - May 30, 2014

WADDELL & REED

BD
CRD#: 866
ALBUQUERQUE, NM
Past

November 2, 1999 - June 7, 2012

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ALBUQUERQUE, NM
Past

March 30, 1999 - October 14, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 30, 1999 - October 14, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(11/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/10/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/29/1999
General Securities Representative Examination

Current Firm

SP
SILVERSTONE PRIVATE WEALTH
SILVERSTONE PRIVATE WEALTH | SILVERSTONE PRIVATE WEALTH LLC

CRD#: 338605 / SEC#:

Texas
Registered Investment Advisory firm - (9/30/2025 Approved)
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Contact information

Main Address
1525 Lakeville Drive Ste 123, Kingwood, TX 77339
Mailing Address
Phone number
(281) 400-9030
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SILVERSTONE PRIVATE WEALTH

CRD#: 338605Kingwood, TX 77339

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