Jose Zepeda

IMS Trader

Jose Zepeda is an IMS trader in the Capital Markets Group at 1st Global, where he assists advisors with establishing new accounts, implements assets in accounts and executes trades to rebalance accounts as needed. He also works on the brokerage side, as well, completing equity, mutual fund and options trades. He began his career at 1st Global in 2015 and previously served as a client services representative.

Jose received his Bachelor of Science degree in finance from Pfeiffer University and chose to pursue a career in the financial services industry because he recognized the benefits it would contribute to his own personal growth as well as the potential it would provide him to be able to help create better lives for the advisors and clients he serves. Before 1st Global, he worked in the trading sector at TD Ameritrade and as a financial advisor at Fidelity and USAA. In his current role, he appreciates that he is able to identify new opportunities and learn from the individuals within his department. He has passed his FINRA Series 7, 24 and 66 exams as well as his Group 1 Life and Health licensing exam.