Ariel
Jasso
Waterway Wealth Management, L.L.C
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About this Advisor
Ariel Jasso is a financial advisor based in Spring, Texas, working with Waterway Wealth Management, L.L.C. Ariel has previously held positions at Willis Johnson & Associates, University Of Houston, Fsc Securities Corp, Fidelity Brokerage Services LLC, Jpmorgan Chase Bank, N.A, Jpmorgan Securities, LLC, University Of Houston- Downtown, University Of Houston- Main Campus, and Waterway Wealth Management. Ariel has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Ariel is part of Waterway Wealth Management, L.L.C, which operates out of Spring, Texas. The firm has 13 employees and manages assets totaling $581.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Waterway Wealth Management, L.L.C includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Waterway Wealth Management, L.L.C Brokerage Details
$581,381,316
13
1,300
$447,216
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ariel Jasso Work History
Waterway Wealth Management
Jpmorgan Chase Bank, N.A
Jpmorgan Securities, LLC
Fidelity Brokerage Services LLC
Willis Johnson & Associates
Fsc Securities Corp
University Of Houston
University Of Houston- Main Campus
University Of Houston- Downtown
Disclosures
Please visit the SEC profile of Ariel Jasso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterway Wealth Management, L.L.C
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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