Jose L Chavez cuellar
Investment adviser representative at Large and Gilbert Wealth Advisory
14 yearsExperience
1 stateRegistered in
$247.4MFirm assets
5 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
- Pension consulting
Experience
14 years in the industry.
- Large and Gilbert Wealth AdvisoryMay 2025 to now
- Keystone Financial Group, Inc.May 2025 to now
- Large and GilbertAug 2023 to May 2025
- DeloitteJun 2023 to Aug 2023
- The Home DepotMar 2022 to Jun 2023
- Sam's ClubDec 2021 to Mar 2022
- Seller AccountantApr 2021 to Jan 2022
- The University of GeorgiaOct 2020 to Dec 2021
- StudentJan 2012 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Large and Gilbert Wealth Advisory
Legal name: Keystone Financial Group, Inc.
$247.4MAssets managed
289Clients
7Advisers
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
- 8072918
- Firm CRD
- 129301