KWS Advisory Group, LLC

Jeremiah Castaneda is a financial advisor with KWS Advisory Group, LLC in Edinburg, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining KWS Advisory Group in 2020, he worked at St. Bernard Financial Services, Regal Investment Advisors, and KWS Financial Group. He has also worked in education with Edinburg CISD for nine years. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm uses SEI-managed account solutions and combines fundamental, technical, charting, and cyclical analysis to tailor portfolios to clients’ goals, time horizons, and risk tolerances.

Vania Magallanes is a financial advisor at KWS Advisory Group, LLC with four years of industry experience. She holds a Series 65 designation and has worked at KWS Financial Group since 2020. Outside of her advisory role, she is the CEO of Millennial Rentals, LLC, where she manages contracting service providers for an investment property. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance using a combination of fundamental, technical, charting, and cyclical analysis.

Miguel Chuca is a financial advisor at KWS Advisory Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regulus Advisors, LLC and Money Concepts Capital Corp. Outside of his advisory role, he serves as an administrator providing training to educators on data analysis software through Region One Education Service Center. KWS Advisory Group is an independent registered investment adviser offering discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client goals, risk tolerance, and time horizon, utilizing a combination of fundamental, technical, charting, and cyclical analysis as part of its investment approach.

Jose Flores is a financial advisor with KWS Advisory Group, LLC, holding a Series 65 designation and based in Edinburg, TX. He has 19 years of experience working at Region One Education Service Center. Flores is also involved in life insurance and annuity sales through KWS Financial Group, LLC, a brokerage affiliate. KWS Advisory Group is an independent registered investment adviser that provides discretionary asset management and financial planning to individuals, trusts, estates, and business entities. The firm tailors portfolios to client goals and risk tolerance, using SEI-managed account solutions and a combination of fundamental, technical, charting, and cyclical analysis.