Jorge A. Trevino
Professional summary
Jorge Alberto Trevino, who also goes by Jorge Trevino, is a registered financial advisor currently at GRADIENT SECURITIES, LLC located in El Paso, Texas.
Jorge is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jorge has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jorge Alberto Trevino's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jorge Alberto Trevino's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2019 - Present
GRADIENT SECURITIES, LLC
April 15, 2019 - Present
GRADIENT SECURITIES, LLC
September 19, 2013 - April 23, 2019
QUEST CAPITAL STRATEGIES, INC.
September 19, 2013 - April 23, 2019
QUEST CAPITAL STRATEGIES, INC.
October 11, 2011 - October 18, 2011
ALLSTATE FINANCIAL SERVICES, LLC
August 31, 2011 - October 18, 2011
ALLSTATE FINANCIAL ADVISORS, LLC
September 1, 2009 - July 8, 2010
VALIC FINANCIAL ADVISORS, INC.
April 8, 2009 - July 8, 2010
VALIC FINANCIAL ADVISORS, INC.
December 14, 2007 - February 4, 2008
CHASE INVESTMENT SERVICES CORP.
May 10, 2007 - October 29, 2007
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 1, 2006 - April 24, 2006
MM ASCEND LIFE INVESTOR SERVICES, LLC
June 11, 2004 - August 24, 2004
WELLS FARGO INVESTMENTS, LLC
July 22, 2003 - October 31, 2003
CHASE INVESTMENT SERVICES CORP.
September 4, 2002 - April 10, 2003
METROPOLITAN LIFE INSURANCE COMPANY
September 4, 2002 - April 10, 2003
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
GRADIENT SECURITIES, LLC
CRD#: 127701 / SEC#: 801-80807, 8-66032
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/26/2025)
(2/18/2025)
(2/18/2025)
(4/15/2019)
(4/15/2019)
(4/15/2019)
(4/15/2019)
(4/15/2019)
(4/15/2019)
(6/6/2019)
Exams
FINRA
Current Firm
GRADIENT SECURITIES, LLC
CRD#: 127701 / SEC#: 801-80807, 8-66032
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 7,322 |
| AUM (Assets Under Management) | $ 591,069,287 |
Disclosures
| Regulatory Event | 1 |
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.
