Jarrod
Leisure

Bbva Wealth Solutions Inc

CRD#2935576
Investment Advisor
in Dallas, TX
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About this Advisor

Jarrod Leisure is a certified financial planner and chartered financial consultant working in Dallas, Texas, who has been in the financial industry for 21 years. Leisure works at Bbva Wealth Solutions Inc. Over the course of their career, Leisure has held roles at Various Insurance Carriers For W&R Insurance Agencies, Compass Bank, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc, Finra Dispute Resolution, Waddell & Reed, Inc and Bbva Wealth Solutions Inc. Leisure has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Georgia, Texas, Louisiana, Ohio and South Carolina. Bbva Wealth Solutions Inc is a registered investment company that has its headquarters in Dallas, Texas. The company has offices in 667 locations and a total of 393 financial advisors. It manages $678 million in total assets between its 2,310 client accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,310 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees charged by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

8303 Douglas Avenue
Dallas, TX 75225

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$784,528,026

TX Average: $3,042,739,679
Total Number of Employees

392

TX Average: 49
Total Number of Accounts

2,980

TX Average: 2,315
Average Account Size

$263,264

TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jarrod Leisure Work History

Jarrod has 21 years of experience.

2014 - Present (5 years)

Compass Bank

2014 - Present (5 years)

Bbva Securities Inc

2014 - Present (5 years)

Bbva Compass Insurance Agency, Inc

2014 - Present (5 years)

Bbva Wealth Solutions Inc

2009 - 2012 (3 years)

Finra Dispute Resolution

1997 - 2012 (15 years)

Various Insurance Carriers For W&R Insurance Agencies

1997 - 2012 (15 years)

Waddell & Reed, Inc

Disclosures

Jarrod Leisure has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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