Full Service Investments & Life Insurance
As a Financial Advisor with BBVA Investment Services, Jeffrey draws on his experience to assist clients of all ages and financial backgrounds to find and create a personalized goal-based solution. Of his 18 years in the financial services industry, 15 have been with BBVA. This experience has provided him with the knowledge and skills to understand not only the personal financial needs of his clients, but also the business and economic trends that affect them.
Access your investment account information anytime, anywhere with the new BBVA Investment Services Mobile App. Get real-time quotes, plus view your account balances, holdings, activity, order status, and more. If your account type allows, you can even place trades for equities and mutual funds. Download the app today, and start investing on the go.
I'm here to help! If you have a question about any of our products or services or would like to schedule an appointment for a financial review, please complete the form below and let me know what I can do for you. I look forward to speaking with you.
BBVA Investment Services is the marketing name for BBVA USA and its affiliates that provide financial planning, securities, insurance, trust, asset management and investment advisory products and services.
Securities products are offered through BBVA Investments, a division of BBVA Securities Inc., member FINRA and SIPC, and an affiliate of BBVA USA. Investment advisory services are offered through BBVA Wealth Solutions, Inc., a registered investment advisor and an affiliate of BBVA USA. Insurance products are offered through BBVA Insurance Agency, Inc., an affiliate of BBVA USA.
Financial planning is offered through BBVA USA. Asset management and trust services are provided by the Asset Management and Trust Division of BBVA USA.
Investors should note there are risks inherent in all investments, including fluctuations in and/or loss of investment principal. No investment strategy can guarantee a profit or protect against loss and past performance is no guarantee of future results.
Neither BBVA USA, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax or legal situation.
|Securities and Insurance Products:|
|ARE NOT DEPOSITS||ARE NOT FDIC INSURED|
|ARE NOT BANK GUARANTEED||MAY LOSE VALUE|
|ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY|