Jaime Chavez, RFC

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: Spanish, French

Failing to Plan, is Planning to Fail ! Let's start today!
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Jaime Chavez, RFC

Financial Advisor

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About Jaime Chavez, RFC

As a Financial Professional with Prudential, I can help you with many of the financial questions you have - from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. My promise: to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So whether you're 'Just Starting Out,' 'Settling into Retirement,' or somewhere in between, let's discuss your current financial situation, goals and challenges – and together we can help you meet your challenges.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Experience

  • VP & Managing Sales Director

    Capital Strategies-MassMutual

    August 2017 - December 2019 | San Antonio, TX

  • Vice President Financial Planning

    Intercontinental Wealth Advisors

    August 2015 - August 2017 | San Antonio, TX

  • Regional Sales Director

    Ameriprise Financial

    October 2012 - August 2015 | Texas

The Prudential Difference

    • Property & Casualty: TX
    • Variable Annuities: OR, TX, WA
    • Securities License: CA, OR, TX, WA
    • Variable Life Insurance: OR, WA(TX License #1798584)
    • Fixed Annuities: OR, WA(TX License #1798584)
    • Life Insurance: OR, WA(TX License #1798584)

Jaime Chavez is associated with the Greater Texas Financial Grp Office, 1233 West Loop South, Suite 1100, Houston, TX, 77027-9111, Managing Director: Robert Bohli, Phone: 713-960-5081. Jaime Chavez offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jaime Chavez offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.