ABOUT . . .
I am an Independent Financial Advisor, Registered Representative and Investment Advisor Representative. I was born in Latin America and raised in the Northeast United States where I completed most of my schooling (lower & higher); and now, I have lived in Albuquerque for over 11 years- appreciating the Chile & the presence of the Sandia mountains.
I attended Baruch College of the City University of New York; I completed my Bachelor of Science degree with a double major in Marketing and Philosophy. A few years later I completed the requirements of the American College for Financial Planning where I earned the designation LUTCF – Life Underwriting Training Charter Fellow. I keep myself current with Continuing Education workshops and seminars.
During my early business career in corporate America (about 20 plus years), I traveled extensively through 22 countries. I learned to enjoy traveling and appreciated meeting people of diverse cultures, backgrounds and beliefs.
For 22+ years, I have had the privilege to help people manage and protect their assets, businesses and general financial world.
As a Financial Advisor, I provide advice and education. With my assistance, my clients make all their decisions about wealth accumulation, preservation and distribution. My entrepreneurial experience together with my extensive background in small and medium business of up to 100+ employees, grant me insight of business issues.
I may be reached at . . . firstname.lastname@example.org
Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. De Soto & Company (Registered office at 4113 Eubank Blvd, NE, Ste 300 – Albuquerque, NM 87111) and Cambridge are not affiliated. Jesus A. (Jay) Soto, LUTCF is licensed in New Mexico, Florida, Illinois, Georgia, and California.Investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by any the financial institution. -Not FDIC / NCUA / NCUSIF Insured