Alejandro G Ireta
Investment adviser representative at Swbc Investment Company
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Swbc Investment CompanyJul 2020 to now
- Swbc Investment Services, LLCJul 2020 to now
- Pax Financial Group, LLCJun 2016 to Jul 2020
- 360 Wealth ManagementApr 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Swbc Investment Company
$256MAssets managed
494Clients
17Advisers
19 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
- 5752503
- Firm CRD
- 140994