Jesus Marquez
Professional summary
Jesus Marquez JR., CFP®, who also goes by Jesus Marquez, is a registered financial advisor currently at EZ FINANCIAL GROUP INC. located in Pearland, Texas.
Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jesus has worked at 2 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 Jesus Marquez JR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
May 4, 2015 - Present
EZ FINANCIAL GROUP INC.
May 23, 2011 - March 13, 2015
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2015)
Exams
Current Firm
EZ FINANCIAL GROUP INC.
CRD#: 143813 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 54 |
| AUM (Assets Under Management) | $ 7,713,410 |
Red Flags
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