Jaime "JC" Chavez

Credentials:
  • RFC®

Failing to Plan is Planning to Fail. I can help draft a safe course to reach your financial goals.


Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning

Languages: English, Spanish, French

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Jaime received a Bachelor Degree in Business Administration from Stanton University and earned an Advanced Management Program Diploma from the Wharton School of Business of the University of Pennsylvania. He lives in San Antonio and when not helping customers, he enjoys riding his motorcycle through the Hill Country, dining, and barbecuing with his lovely wife Kathleen, his daughter Karen and their beloved family dog, Bruno.

See Jaime’s Licenses and Disclosures

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

By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.

Capital Strategies - San Antonio

Satellite Office

2915 West Bitters Road Suite 312
San Antonio, TX 78248

CRN201812-180567