James Jeffrey Halvosa
Professional Summary
James Jeffrey Halvosa, who also goes by James Jeffrey Halvosa, James Halvosa, Jeff Halvosa, was a registered financial advisor. James was a previously registered financial professional and started their career in finance 1995 - 2025. James had worked at 18 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Jeffrey Halvosa, James Halvosa, Jeff Halvosa
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
31 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
AHEARN WEALTH MANAGEMENT | XECUTIVE WEALTH STRATEGIES | VERITAS WEALTH PLANNING LLC | THE FINANCIAL GUYS | TEXAS RETIREMENT HEADQUARTERS; CHAMPION CAPITAL ADVISORS | SNOW WEALTH MANAGEMENT, LLC | HPR WEALTH MANAGEMENT | HORIZON COMPASS WEALTH | GERMACK FINANCIAL | GEIGER INVESTMENTS | GATEWAY WEALTH STRATEGIES | FAITH INVESTMENT SERVICES, LLC | ECKEL FINANCIAL GROUP; RURAL ELECTRIC PLANNING GROUP | DIVERSIFIED FINANCIAL SOLUTIONS | COOK FINANCIAL GROUP | COMMONWEALTH FINANCIAL GROUP, LLC | CIAGLIA FINANCIAL | CHAMPION CAPITAL ADVISORS | BLACKRIDGE ASSET MANAGEMENT, LLC | BLACK LAB FINANCIAL SERVICES | ARTACHE ESTATE PLANNING | APOSTOLOS, LLC
Contact Information
Main Address
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477Phone Number
(561) 641-5050# of Employees
69SEC notice filing (38 States and Territories)
Registered to provide investment advisory services in 38 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
696AUM (Assets Under Management)
$216,749,434Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AHEARN WEALTH MANAGEMENT | XECUTIVE WEALTH STRATEGIES | VERITAS WEALTH PLANNING LLC | THE FINANCIAL GUYS | TEXAS RETIREMENT HEADQUARTERS; CHAMPION CAPITAL ADVISORS | SNOW WEALTH MANAGEMENT, LLC | HPR WEALTH MANAGEMENT | HORIZON COMPASS WEALTH | GERMACK FINANCIAL | GEIGER INVESTMENTS | GATEWAY WEALTH STRATEGIES | FAITH INVESTMENT SERVICES, LLC | ECKEL FINANCIAL GROUP; RURAL ELECTRIC PLANNING GROUP | DIVERSIFIED FINANCIAL SOLUTIONS | COOK FINANCIAL GROUP | COMMONWEALTH FINANCIAL GROUP, LLC | CIAGLIA FINANCIAL | CHAMPION CAPITAL ADVISORS | BLACKRIDGE ASSET MANAGEMENT, LLC | BLACK LAB FINANCIAL SERVICES | ARTACHE ESTATE PLANNING | APOSTOLOS, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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