Jesus Castaneda

As Operations & Tech Integrations Manager for f3Logic, Jesus supports all f3Logic DBAs with new account requests. From facilitating necessary paperwork to client relationship setup, he ensures that all aspects are executed in a timely manner. Jesus also assists with billing and the implementation of the rebalancing platform to support advisors and clients behind the scenes.

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Over his more than ten-year career, Jesus has succeeded in both advisor facing and back office roles. He has learned that internal policies and procedures have a significant effect on advisors’ experience with the back office, affecting client relationships and service. Because of this, Jesus always seeks to operate effectively and efficiently, considering all stake holders when building or changing processes.

Prior to joining f3Logic, Jesus held several back-office roles in Operations with National Planning Corporation (NPC). Jesus managed the Advisory Operations Team where his experience and skills allowed him to support the firms’ investment advisors and assistants. He also led the ongoing team supervision and the standing operating procedures. After his work with NPC, Jesus joined Western International Securities as a member of their Advisory Services team. He started as a consultant for the firm, assisting in several projects, but was then given the opportunity to onboard as an Associate of Advisory Operations. In this position, he managed various tasks and projects, supporting advisors and his team in day-to-day tasks and billing processes.

Professional Designations

• Series 7,24,66