# JESUS ALBERTO SOTO

JESUS ALBERTO SOTO is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2026-07-06 | present | Yes |
| [SILVERSTONE PRIVATE WEALTH LLC](https://search.stillhousedata.com/firm/338605) | 2025-11-17 | 2026-05-08 | — |
| [RETIREMENT CONSULTANTS, INC.](https://search.stillhousedata.com/firm/300343) | 2024-02-09 | 2025-11-17 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2016-08-16 | 2024-02-16 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2015-08-05 | 2016-09-02 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2014-05-28 | 2015-07-30 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2012-07-11 | 2014-05-30 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3185869)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3185869.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.