JV
Jose M. Valenzuela
CPR INVESTMENTS
Davie, FL
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CRD#: 2425543
JV
Professional summary
Jose Maria Valenzuela, who also goes by Joe Valenzuela, Jose Maria Valenzuela Jr, is a registered financial advisor currently at CPR INVESTMENTS INC located in Davie, Florida.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jose has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Valenzuela | Jose Maria Valenzuela Jr
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)Valenzuela Financial Management Group; Investment Related; Davie, FL; Insurance Sales; Insurance Agent; September 1993; Approximately 50% of time spent in this practice. 2)123COLLEGE.COM~INVESTMENT RELATED~13837 SW 43RD STREET, DAVIE, FL 33330~FINANCIAL SERVICES~AGENT~January 2012~32HRS PER MONTH~25HRS PER MONTH DURING MARKET~PRESENT COLLEGE SEMINARS AN DISCUSS COLLEGE PLAN WITH PARENTS FOR GRANTS AND SCHOLARSHIPS 3)JAD INC; Non-Investment Related; Davie, FL;Pass through company for insurance and investment advisory business; Owner; January 2000; 100 hours per month and 80 hours per month during market. 4) MY FINANCIAL PLAN~INVESTMENT RELATED~4676 COMMERCIAL ST SE #460, DALEM, OR 97302~HELP PERPARE FINANCES FOR COLLEGE~SALES~January 2021~10 HRS PER MONTH~10 HRS PER MONTH DURING MARKET~HELP PERPARE FINANCES FOR COLLEGE
CRS (Client Relationship Summary) - RIA
Click below to view Jose Maria Valenzuela's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 20, 2017 - Present
CPR INVESTMENTS INC
RIA
CRD#: 139067
Davie, FL
Past
August 4, 2014 - October 16, 2017
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 109771
DAVIE, FL
Past
July 9, 2010 - July 28, 2014
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
DAVIE, FL
Past
January 15, 2010 - November 23, 2011
HBW SECURITIES LLC
BD
CRD#: 136959
DAVIE, FL
Past
January 17, 1994 - January 12, 2010
PFS INVESTMENTS INC.
BD
CRD#: 10111
COOPER CITY, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CI
CPR INVESTMENTS INC
CPR ADVISOR PORTFOLIOS | VALENZUELA FINANCIAL MANAGEMENT GROUP | V8 INVESTMENT ADVISORS | OSTLUND WEALTH ADVISORS, LLC | DENK FINANCIAL ADVISORS | CPR INVESTMENTS, LLC | CPR INVESTMENTS INC
CRD#: 139067 / SEC#: 801-112038
RIA
Registered Investment Advisory firm - (11/16/2017 Approved)Arizona
Registered Investment Advisory firm - (11/17/2017 Terminated)California
Registered Investment Advisory firm - (12/17/2017 Terminated)Florida
Registered Investment Advisory firm - (11/17/2017 Terminated)Illinois
Registered Investment Advisory firm - (11/16/2017 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2010 Terminated)Louisiana
Registered Investment Advisory firm - (12/31/2009 Terminated)Michigan
Registered Investment Advisory firm - (12/1/2017 Terminated)Minnesota
Registered Investment Advisory firm - (12/31/2009 Failure to Renew)Nebraska
Registered Investment Advisory firm - (11/17/2017 Terminated)Nevada
Registered Investment Advisory firm - (12/18/2017 Terminated)New Mexico
Registered Investment Advisory firm - (12/31/2017 Terminated)New York
Registered Investment Advisory firm - (11/17/2017 Terminated)Ohio
Registered Investment Advisory firm - (11/20/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/6/2017 Terminated)Tennessee
Registered Investment Advisory firm - (12/31/2009 Terminated)Texas
Registered Investment Advisory firm - (11/17/2017 Terminated)Virginia
Registered Investment Advisory firm - (11/20/2017 Terminated)Washington
Registered Investment Advisory firm - (11/27/2017 Terminated)Wisconsin
Registered Investment Advisory firm - (12/31/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1600 Parkdale Road Suite 201, Rochester, MI 48307
Mailing Address
Phone number
(800) 213-1164
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,946 |
| AUM (Assets Under Management) | $ 213,296,073 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
