Jose A. Tejada
Professional summary
Jose Alvaro Tejada JR, who also goes by Jose Alvaro Tejada, Jose A Tejada, is a registered financial advisor currently at RATIO CAPITAL located in West Hills, California.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jose 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 Jose Alvaro Tejada JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 14, 2019 - Present
RATIO CAPITAL
Office #1: 7647 Shoup Ave, West Hills, CA 91304March 8, 2016 - February 5, 2019
U.S. BANCORP ADVISORS, LLC
August 7, 2012 - February 5, 2019
U.S. BANCORP ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/14/2019)
Exams
Current Firm
RATIO CAPITAL
CRD#: 283357 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 22,741,174 |
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.
