Jorge Haddad Mestre has been an investment adviser representative at TLWM since September 2026, and is not listed among the firm’s executive officers or direct owners.
TLWM, LLC is a San Antonio, TX firm with $605M under management, 1,262 clients and 9 advisers across 5 offices, as of its March 2026 filing.
Jorge Haddad Mestre’s longest registration was 7 years at Alliancebernstein L.P. (2018–2026). Before joining TLWM in 2026, Jorge Haddad Mestre was registered through Alliancebernstein L.P.
- TLWM FinancialCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 158305
- Alliancebernstein L.P.– · 7 yearsSan Antonio, TX · Adviser representative · Firm CRD 108477
Investment adviser representative registrations
Jorge Haddad Mestre is registered as an investment adviser representative in Texas, since September 2026.
- TexasSince 11 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 August 2018 |
| Series 7 | General Securities Representative Examination | 29 November 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6820136
- Firm
- TLWM · CRD 158305
- Office
- 40 NE LOOP 410, SUITE 644, San Antonio, TX 78216
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jorge Haddad Mestre work?
Jorge Haddad Mestre is an investment adviser representative registered through TLWM, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jorge Haddad Mestre a financial advisor?
Yes. Jorge Haddad Mestre has a current investment-adviser registration in Texas, through TLWM since September 2026.
How many years of experience does Jorge Haddad Mestre have?
Jorge Haddad Mestre has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Jorge Haddad Mestre passed?
Jorge Haddad Mestre has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2017. FINRA credited Jorge Haddad Mestre with the SIE, which began in October 2018.
Where did Jorge Haddad Mestre work before TLWM?
Before TLWM, Jorge Haddad Mestre was registered through Alliancebernstein L.P., August 2018 to May 2026.
Where is Jorge Haddad Mestre based?
Jorge Haddad Mestre’s registered office is in San Antonio, TX.
Is Jorge Haddad Mestre registered with FINRA?
Yes. Jorge Haddad Mestre has a current broker registration, under CRD 6820136.
Source: FINRA BrokerCheck
How can I verify Jorge Haddad Mestre’s record?
Search CRD 6820136 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jorge Haddad Mestre’s full registration record.