Jose Luis Jesurum
Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
16 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Global Wealth Management Investment Advisory, Inc.Jun 2025 to now
- Via Transportation, Inc.Mar 2021 to May 2025
- Comcast NbcuniversalNov 2019 to Dec 2020
- Morgan StanleyJun 2018 to Nov 2019
- Pricewaterhousecoopers (pwc)Sep 2010 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Wealth Management Investment Advisory, Inc.
$722.8MAssets managed
1,667Clients
16Advisers
9 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
- 6966032
- Firm CRD
- 286005