Juan
Chavez
Tlwm Financial
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About this Advisor
Juan Chavez is a financial advisor based in San Antonio, Texas, working with Tlwm Financial. Juan has previously held positions at Jpmorgan Securities LLC, Northeast Methodist Hospital (Parallon), Student At University Of Incarnate Word, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Charles Schwab Bank, Ssb, Charles Schwab & Co., Inc, Lpl Financial LLC, and Tlwm Financial. Juan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Juan is part of Tlwm Financial, which operates out of San Antonio, Texas. The firm has 3 offices and 11 employees. The firm manages assets totaling $484.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Tlwm Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tlwm Financial Brokerage Details
$484,870,433
11
1,910
$253,859
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Juan Chavez Work History
Lpl Financial LLC
Tlwm Financial
Charles Schwab Bank, Ssb
Charles Schwab & Co., Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Usaa Investment Management Company
Jpmorgan Securities LLC
Northeast Methodist Hospital (Parallon)
Student At University Of Incarnate Word
Disclosures
Please visit the SEC profile of Juan Chavez 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 Tlwm Financial
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Lubbock, TX
Arlington, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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