Jorge Castillo
Investment adviser representative at Mwa Financial Services, Inc.
12 yearsExperience
1 stateRegistered in
$640MFirm assets
10 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
Experience
12 years in the industry.
- Mwa Financial Services, Inc.Apr 2026 to now
- Modern Woodmen of AmericaMar 2026 to now
- Apex Engagement SolutionsAug 2025 to now
- Pfs Investments Inc.Oct 2024 to Apr 2026
- Primerica Financial ServicesMar 2024 to Apr 2026
- Professional Enrollment ConceptsSep 2023 to Dec 2023
- Pappas Restaurants IncJul 2017 to Jul 2024
- Bb's Cafe RestaurantFeb 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mwa Financial Services, Inc.
$640MAssets managed
2,012Clients
213Advisers
10 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
- 7999497
- Firm CRD
- 112630