JL
JL

Javier Garza Lozano

2 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
253 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
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Location

Lomas Del Roble 222, Colonia Lomas Del Campesire, San Pedro Garza Garcia, 66278

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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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Employment History
Current Registrations
Bulltick, LLC
March 2024 - Present · 1 yr 11 mos
Bulltick, LLCBroker
March 2024 - Present · 1 yr 11 mos
Bulltick Wealth Management, LLC
July 2023 - Present · 2 yrs 7 mos
State Registrations2 states
CAFL
AdvisorBroker
Exams
No exam information available for this advisor.