J. serves as an Investment Advisor at 1900 Wealth Management, where he works directly with clients to develop tailored investment strategies and deliver comprehensive wealth management guidance. He focuses on building new client relationships, strengthening existing ones, and providing disciplined, long-term investment advice aligned with each client’s goals.
J. brings more than 20-years of experience in capital markets, trading, and investor relations. Before joining 1900 Wealth Management, he served as Partner at CrowdOut Capital, leading all aspects of investor fundraising and communications. He previously held senior leadership roles at Pasadera Capital, Westlake Securities, and Tejas Securities, where he managed equity and bond trading, sourced private investments, and advised high-net-worth investors across a broad spectrum of opportunities. His deep experience with institutional trading, private equity, alternative investments, and relationship development enhances the advisory support he provides to clients.
J. attended The University of Texas at Austin and has extensive experience supervising securities operations, executing institutional trades, and managing investor communication. His background in sales, trading, equity sourcing, and capital markets strengthens his ability to serve individuals and families with sophisticated financial needs.
Experience & History
- Partner – CrowdOut Capital
- Managing Director – Pasadera Capital
- Senior Vice President – Westlake Securities
- Vice President and Head Trader – Tejas Securities