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Jeremiah C

Series 63, Series 65

Edinburg, TX

KWS Advisory Group, LLC

Jeremiah Castaneda is a financial advisor at KWS Advisory Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including St. Bernard Financial Services, Regal Investment Advisors, and KWS Financial Group. Prior to his advisory career, he spent nine years with Edinburg CISD. KWS Advisory Group, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a blend of fundamental, technical, charting, and cyclical analysis in portfolio construction and partners with third-party managers and platforms for custody and trading services.

Wealth management Tax-loss harvesting
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Miguel C

Series 63, Series 65

Edinburg, TX

KWS Advisory Group, LLC

Miguel Chuca is a financial advisor with KWS Advisory Group, LLC in Edinburg, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of his advisory work, he serves as an administrator providing training to educators on data analysis software at Region One Education Service Center. KWS Advisory Group, LLC offers discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm manages approximately $18.33 million in assets for 224 clients, utilizing a blend of fundamental, technical, charting, and cyclical analysis, while also leveraging third-party managers and platforms for portfolio implementation.

Wealth management Tax-loss harvesting
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Jose F

Series 65

Edinburg, TX

KWS Advisory Group, LLC

Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and one year of industry experience. He has worked at Region One Education Service Center since 2007. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC. KWS Advisory Group, LLC provides discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction and offers ongoing management and retirement account services, including 403(b) plans.

Wealth management Tax-loss harvesting
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