Advisor at Weatherby Capital, LLC
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Firm
Weatherby Capital, LLC
Location
Kansas City, MO
Credentials
Series 66
Industry experience
2 years
Jose Castillo is a financial advisor at Weatherby Capital, LLC with two years of industry experience. He holds a Series 66 designation and has prior experience with firms including LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and First Command Brokerage Services. Castillo served in the United States Marine Corps for 19 years before entering the financial industry. Weatherby Capital provides fee-based discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach across a broad range of instruments and also offers non-securities consulting services and third-party managed account platforms.
Based on Weatherby Capital, LLC
Based on Weatherby Capital, LLC
Financial planning fixed fees ranging from $1,500 to $12,000 per plan
1.0% annually payable quarterly in arrears
$150 per hour for financial planning and consulting services
Kansas City, MO
Kansas · Missouri
LPL Enterprise
2024 - 2024 (1 year)
Weatherby Capital
2023 - Present (3 years)
The Prudential Insurance Company Of America
2023 - 2024 (1 year)
Pruco Securities Llc
2023 - 2024 (1 year)
First Command Brokerage Services
2023 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Thermo Fisher Scientific
2022 - 2022 (1 year)
United States Marine Corps
2002 - 2021 (19 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
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Bank
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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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