Jay Orr Email & Phone Number

San Angelo, Texas, United States

San Angelo, Texas Area

Austin, Texas Area

The firm is highly experienced in all aspects of the De Novo Bank creation process and brings organizer groups access to a comprehensive array of services:•Market Assessment•Charter Application Development•Development and Execution of a Capitalization Strategy •On-Site Project Consulting and Management•Secure, Real-Time, On-line Process Management SystemsTo raise capital for:•De Novo Banks•Secondary Offerings•Mergers and AcquisitionsMember… Show more The firm is highly experienced in all aspects of the De Novo Bank creation process and brings organizer groups access to a comprehensive array of services:•Market Assessment•Charter Application Development•Development and Execution of a Capitalization Strategy •On-Site Project Consulting and Management•Secure, Real-Time, On-line Process Management SystemsTo raise capital for:•De Novo Banks•Secondary Offerings•Mergers and AcquisitionsMember FINRA/SIPC Show less

Southwest Financial Alliance is a rapidly growing financial services firm, with affiliated locations in Austin, Houston, Dallas, and Mission, Texas.With a goal of improving the financial security of our clients, our professionals provide high-quality financial products and services to individuals, families and businesses representing a broad range of markets. We are dedicated to helping individuals, families, and businesses seek financial well-being and success. Insurance… Show more Southwest Financial Alliance is a rapidly growing financial services firm, with affiliated locations in Austin, Houston, Dallas, and Mission, Texas.With a goal of improving the financial security of our clients, our professionals provide high-quality financial products and services to individuals, families and businesses representing a broad range of markets. We are dedicated to helping individuals, families, and businesses seek financial well-being and success. Insurance products offered provide financial protection and flexibility that helps our clients meet expenses related to death, disability and terminal, chronic and critical illnesses. A comprehensive portfolio of life insurance and annuity products is used that meet the individual and business insurance needs of clients including family protection, executive benefits, qualified and non-qualified retirement plans, business continuation and estate planning.Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc. including a full array of mutual funds, annuities, brokerage accounts, fee-based asset management programs, stocks and bonds as well as Trust and Retirement Accounts. We are committed to offering the most appropriate investment solutions customized for individual financial needs. Our professionals have access to sophisticated tools to assist with trust and estate planning, retirement planning, asset allocation and cash management. Show less

Education record

B.S., Psychology