Jose Carlos Balcazar
Investment adviser representative at Monex Asset Management, Inc.
19 yearsExperience
1 stateRegistered in
$650.9MFirm assets
5 yearsFirm in business
Are you Jose Carlos Balcazar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Monex Asset Management, Inc.Aug 2008 to now
- Monex Securities, Inc.Aug 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Monex Asset Management, Inc.
$650.9MAssets managed
599Clients
17Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5415406
- Firm CRD
- 148123