Jose
Beltran
Monex Asset Management, Inc
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About this Advisor
Jose Beltran is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Jose has previously held positions at Monex Securities, Inc, High School, College, Lone Star College, Viva Mi Casa Financial, Flores De Bulbos Importados S.A. De C.V, University Of St. Thomas, and Monex Asset Management, Inc. Jose has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jose is part of Monex Asset Management, Inc, which operates out of Houston, Texas. The firm has 2 offices and 20 employees. The firm manages assets totaling $200.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Monex Asset Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Monex Asset Management, Inc Brokerage Details
$200,926,531
20
300
$669,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jose Beltran Work History
Monex Asset Management, Inc
Monex Securities, Inc
Monex Securities, Inc
Flores De Bulbos Importados S.A. De C.V
University Of St. Thomas
Lone Star College
Viva Mi Casa Financial
College
High School
Disclosures
Please visit the SEC profile of Jose Beltran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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