Jesus Marquez
EZ Financial Group · Pearland, Texas
Jesus Marquez is a fee-only financial advisor at EZ Financial Group in Pearland, Texas, who holds the CFP credential. Jesus charges a percentage of assets and focuses on estate & legacy planning, retirement planning and small business owners.
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Specialties
Facts
| Firm | EZ Financial Group |
|---|---|
| Based in | Pearland, Texas |
| Fee model | Percentage of assets |
| Assets under management | $7.7M across 54 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5909698 |
| Exams passed | Series 63 (2011) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ezfgi.com |
How Jesus's firm compares
- EZ Financial Group's average account is about $143,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Jesus
Is Jesus Marquez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesus holds no broker registration, and EZ Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesus charge for financial advice?
Jesus charges a percentage of assets.
Where is Jesus Marquez based?
Jesus Marquez is based in Pearland, Texas.
What does Jesus specialize in?
Jesus's specialties include estate & legacy planning, retirement planning and small business owners.
What credentials does Jesus Marquez hold?
Jesus Marquez holds the CFP credential.
Is Jesus Marquez registered with the SEC?
Yes. Jesus Marquez is registered as an investment adviser representative in TX (CRD 5909698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EZ Financial Group manage?
EZ Financial Group reports $7.7M across 54 accounts in assets under management.
How do I contact Jesus Marquez?
Through Jesus's website, www.ezfgi.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Pearland
Other advisors in Texas who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- EZ Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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