Broker Check
Jesse Carrillo, Ed.M.

Jesse Carrillo, Ed.M.

Financial Advisor


Serving in Houston as a teacher has been one of my greatest honors. I became a teacher because I wanted to wake up every day knowing that my work mattered -- I wanted to be an example to my students and their families while having the opportunity to both learn and teach. Although my job title is different, education remains at the forefront of how I serve. Serving as a Financial Advisor offers me the opportunity to continue to be a teacher and a counselor; I know my work matters to my clients and their families.

In my work as a Financial Advisor, one group I focus on serving is Texas educators. I, myself, am a member of the Teacher Retirement System of Texas (TRS). As an educator, I can attest to the fact that I didn't know much about the Teacher Retirement System of Texas. And honestly, there is more I wish I would have known. Educators are some of the most hard-working, selfless individuals I know -- I am honored to have the opportunity to serve you. Although this is an area of focus, my door is open to all who are ready to take control of their futures.

Teach & Learn

Education is key. When I served as a teacher, I wanted to prove (to myself first and foremost) that I could live a rich life on an educator’s salary. If done right, I could travel regularly, save for major purchases and plan for my future. With some discipline and commitment, it is possible; I stand ready to be your teacher and counselor in this process.

Tools & Services

  • Financial Planning: Together, we will explore your full financial picture and long-term planning.

  • TRS Retirement Analysis Report: After a short data-gathering call, I will review your professional, personalized retirement analysis with you. It will help you answer the questions: How much will my TRS benefit be? Will my TRS pension be enough? When is the right time to retire?

  • Learn more about our SERVICE offerings.

Jesse is a graduate of the University of Notre Dame and earned his Master’s in Education from Harvard. In his education career, he served as a teacher, counselor and leader in schools and non-profits. His volunteer efforts focus on financial literacy and college access.