Unclaimed Profile

Jerry Leonard Beto

BETO FINANCIAL GROUP, LLC·BOISE, Idaho

SIE, Series 3, Series 7, Series 8, Series 63, Series 65Clean record16 years registeredBETO FINANCIAL GROUP, LLC

390 EAST PARKCENTER BOULEVARD, BOISE, ID 83706CRD# 2130846Firm CRD# 307546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Leonard Beto · BOISE, ID

Registration

CRD #2130846 · BETO FINANCIAL GROUP, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BETO FINANCIAL GROUP, LLC

BR WEALTH MANAGEMENT

Aug 2020 – Mar 2023

BOISE, ID

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2011 – Jul 2020

BOISE, ID

WELLS FARGO ADVISORS, LLC

Mar 2010 – Aug 2011

BOISE, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · March 1, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BETO FINANCIAL GROUP, LLC

CRD 307546 · SEC 801-118952

AUM

$259M

Regulatory assets under management

Employees

735 client accounts

Services offered by BETO FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BETO FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jerry Leonard Beto offer?

Jerry Leonard Beto specializes in Financial Planning, Investment Management, Wealth Management.

What are Jerry Leonard Beto's credentials?

Jerry Leonard Beto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Leonard Beto located?

Jerry Leonard Beto is based in BOISE, Idaho, last registered with BETO FINANCIAL GROUP, LLC.

How does Jerry Leonard Beto charge for services?

Jerry Leonard Beto's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BETO FINANCIAL GROUP, LLC?

BETO FINANCIAL GROUP, LLC has approximately 5 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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