Bbva Wealth Solutions Inc
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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
Years of Experience
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Bbva Wealth Solutions Inc Brokerage Details
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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.
Bbva Securities Inc
Bbva Compass Insurance Agency, Inc
Bbva Wealth Solutions Inc
Finra Dispute Resolution
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Jarrod Leisure has disclosures.
Please visit their SEC profile for more details.