Unclaimed Profile

Jaime Alberto Chavez

INTERCONTINENTAL WEALTH ADVISORS, LLC·SAN ANTONIO, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 6514 years registeredINTERCONTINENTAL WEALTH ADVISORS, LLC

112 EAST PECAN STREET, SUITE 525, SAN ANTONIO, TX 78205-3729CRD# 4851520Firm CRD# 114787

Profile Verification

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

Identity

Jaime Alberto Chavez · SAN ANTONIO, TX

Registration

CRD #4851520 · INTERCONTINENTAL WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

LPL ENTERPRISE, LLC

Dec 2025 – present

LPL ENTERPRISE, LLC

Dec 2025 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Dec 2024 – Dec 2025

San Antonio, TX

PRUDENTIAL FINANCIAL PLANNING SERVICES

Jan 2020 – Dec 2024

NEWARK, NJ

MML INVESTORS SERVICES, LLC

Oct 2017 – Jan 2020

San Antonio, TX

INTERCONTINENTAL WEALTH ADVISORS, LLC

May 2015 – Aug 2017

SAN ANTONIO, TX

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2013 – May 2015

SAN ANTONIO, TX

PRINCOR FINANCIAL SERVICES CORPORATION

Jun 2012 – Nov 2012

LAKE OSWEGO, OR

AXA ADVISORS, LLC

Feb 2012 – Jun 2012

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2012

Years registered · 14

Disclosure History

2020Financial·Final

2018Financial·Final

2017Financial·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTERCONTINENTAL WEALTH ADVISORS, LLC

CRD 114787 · SEC 801-66430

AUM

$1.5B

Regulatory assets under management

Employees

1,679 client accounts

Services offered by INTERCONTINENTAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTERCONTINENTAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jaime Alberto Chavez offer?

Jaime Alberto Chavez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Jaime Alberto Chavez's credentials?

Jaime Alberto Chavez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jaime Alberto Chavez located?

Jaime Alberto Chavez is based in SAN ANTONIO, Texas, working with INTERCONTINENTAL WEALTH ADVISORS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Jaime Alberto Chavez charge for services?

Jaime Alberto Chavez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERCONTINENTAL WEALTH ADVISORS, LLC?

INTERCONTINENTAL WEALTH ADVISORS, LLC has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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