Edinburg, TX Office

Jeremiah Castaneda is a financial advisor with KWS Advisory Group, LLC, holding Series 65 and Series 63 designations and 10 years of industry experience. He has worked in various roles at KWS Financial Group, LLC and related entities since 2015, as well as at St. Bernard Financial Services, Inc. and Regal Investment Advisors, LLC. KWS Advisory Group provides discretionary asset management and financial planning for individuals, trusts, estates, and business entities. The firm employs a range of analytical approaches tailored to clients’ objectives and offers both ongoing portfolio management and standalone financial plans.

Miguel Chuca is a financial advisor at KWS Advisory Group, LLC with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked 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 at Region One Education Service Center. KWS Advisory Group offers discretionary asset management and financial planning services to individuals, trusts, estates, and business entities. The firm’s investment approach combines fundamental, technical, charting, and cyclical analysis, with portfolio reviews conducted at least quarterly.

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.