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Albert Jay Munoz

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

100 Bunny Run, Suite 101, Horseshoe Bay, TX, 78657

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert is an independent insurance agent since 1997. He also provides administration and consulting for school district retirement plans and owns rental property, dedicating minimal time to each. Albert is also an owner/officer of AJM Financial Inc. and a Director/Treasurer for The Grove School, spending minimal time on each.

Employment History
Current Registrations
Planmember Securities Corporation
January 2003 - Present · 23 yrs 1 mo
Planmember Securities CorporationBroker
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Washington Square Securities, INC.
August 2001 - December 2002 · 1 yr 4 mos
Washington Square Securities, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Sentra Securities CorporationBroker
October 1997 - March 2000 · 2 yrs 5 mos
State Registrations18 states
ARAZCACODEFLIDILINMSNVNYORTNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Albert Jay Munoz - Financial Advisor | TrueAdvisor