Javier Garza lozano
Investment adviser representative at Bulltick Wealth Management, LLC
18 yearsExperience
1 stateRegistered in
$1.9BFirm assets
18 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bulltick LLCOct 2024 to now
- Bulltick Wealth Management, LLCDec 2021 to now
- Actinver Casa De Bolsa Sa De CvMar 2008 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bulltick Wealth Management, LLC
$1.9BAssets managed
315Clients
24Advisers
18 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
- 7617222
- Firm CRD
- 141588