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Home » Our Firm » Jorge Cruz

Jorge Cruz

Investment Advisor Representative

Family:  Jorge is married to Kari, and they have two daughters, Jessica and Vanessa. The family also includes three dogs: Abby, London and Leo.

Duties & Responsibilities at Teamwork:  As an Investment Advisor Representative, Jorge’s job is to work closely with clients. He takes the time to listen to them and gain a complete understanding of their needs before building a customized financial plan designed to meet their goals. Jorge also utilizes estate and tax planning resources to provide a comprehensive solution to clients and help them transfer wealth in the most effective way possible when the time comes.

Education: Jorge is a graduate of the University of Louisiana Monroe (formerly Northeast Louisiana University), where he earned his marketing degree with a minor in management. He holds his life insurance license and has passed the Series 7 and 66 securities exams.

Background:  Jorge brings more than 20 years of experience in business sales to the firm. He has worked extensively with business owners and C-level executives. Investments and financial planning have always been his passion, and he decided to pursue a career as an investment advisor to help families in San Antonio build wealth and live a comfortable life in retirement.

Complimentary Report
"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (210) 687-1333 today!

By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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ADV Part 1 Part 1 - 3_17_2022.pdf
ADV Part 2 Part 2A - TWF - 3_4_2022.pdf
ADV Part 3

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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.