Advisor at KWS Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KWS Advisory Group, LLC
Location
Edinburg, TX 78539
Credentials
Series 63, Series 65
Industry experience
9 years
Jeremiah Castaneda is a financial advisor with KWS Advisory Group, LLC in Edinburg, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining KWS Advisory Group in 2020, he worked at St. Bernard Financial Services, Regal Investment Advisors, and KWS Financial Group. He has also worked in education with Edinburg CISD for nine years. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm uses SEI-managed account solutions and combines fundamental, technical, charting, and cyclical analysis to tailor portfolios to clients’ goals, time horizons, and risk tolerances.
Based on KWS Advisory Group, LLC
Financial planning fixed fees between $1,500 and $5,000
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
$150 per hour for financial planning
Fee-only: Hourly fee of $150 per hour; Fixed fees between $1,500 and $5,000 for financial planning
3407 W Alberta Rd
Edinburg, TX 78539
Texas
KWS Advisory Group, LLC
2020 - Present (6 years)
St. Bernard Financial Services, Inc.
2018 - 2020 (2 years)
Regal Investment Advisors, Llc
2017 - 2018 (1 year)
KWS Financial Group, LLC
2016 - 2017 (1 year)
KWS Financial Group, LLC
2015 - Present (11 years)
Edinburg CISD
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 65
Edinburg, TX
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