Advisor at JRS Investments and Wealth Preservation, LLC
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Firm
JRS Investments and Wealth Preservation, LLC
Location
Fullerton, CA
Credentials
Series 66
Industry experience
17 years
Hector Robles is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Transwest, UC Factors, Walt Disney Co., and Edward Jones. He is licensed in life and health insurance in California and Hawaii and has experience in customer service related to accounts receivable sales. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm uses a fundamental, client-specific approach, employing a broad range of investment strategies and typically managing accounts on a discretionary basis.
$0 - $25,000: Negotiable up to 2% $25,000 - $1,000,000: 1.5% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Account minimum: $25,000 (may be waived) Fee-only: No commissions, no other fees charged by advisor; fees negotiable
Fullerton, CA
California · Hawaii
Transwest
2019 - Present (7 years)
UC Factors
2018 - 2019 (1 year)
Walt Disney Co.
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Edward Jones
2007 - 2017 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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