Jose Guadalupe Longoria Jr
Professional Summary
Jose Guadalupe Longoria JR, who also goes by Joe Longoria, Pepe Guadalupe Longoria Jr, is a registered financial advisor currently at DYNAMIC located in Mcallen, Texas. Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jose has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joe Longoria, Pepe Guadalupe Longoria Jr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | NOBLE OAK CAPITAL PARTNERS | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL, LLC
Contact Information
Main Address
2415 East Camelback Road Suite 700, Phoenix, AZ 85016Phone Number
(877) 257-3840# of Employees
130SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
15,179AUM (Assets Under Management)
$5,637,328,188Similar 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
401K EXTRA LLC | WOLF PRIVATE WEALTH | WISDOM WEALTH MANAGEMENT | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | WERTH WEIL WEALTH MANAGEMENT INC. | WALKER MCMILLAN LLC | VICTORY INDEPENDENT PLANNING | SWISS AMERICAN WEALTH ADVISORS | SWENSON HUGHES WEALTH MANAGEMENT | SUNGARDEN INVESTMENT MANAGEMENT | STRATEGIC CAPITAL WEALTH MANAGEMENT LLC | STF WEALTH MANAGEMENT | STERLING SEQUOIA LLC | STEPHANIE BRUNO WEALTH ADVISOR | STAY TUNED CAPITAL | SEAGROVE WEALTH PARTNERS | SEA TO PEAK FINANCIAL ADVISORS | SAWAF FINANCIAL | RIDGEVALE FINANCIAL PLANNING | RENATUS PRIVATE WEALTH ADVISORS | REB PRIVATE WEALTH MANAGEMENT | RC WEALTH MANAGEMENT LLC | PROSPERITY WEALTH PLANNING | PRIORITAS FINANCIAL ADVISORS | PINNACLE PRIVATE ADVISORS | PALM CAPITAL MANAGEMENT | PALLADIAN WEALTH MANAGEMENT | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL PLANNERS | ONE TREE WEALTH MANAGEMENT, LLC | NOBLE OAK CAPITAL PARTNERS | MUTUAL TRUST ADVISORY GROUP | MONTAGE PRIVATE WEALTH | MIKE ACEVEDO FINANCIAL PLANNING | MAZZELLA ESTATE & ASSET MANAGEMENT LLC | MAY HILL CAPITAL LLC | MATZEN FINANCIAL | LIFESTONE FAMILY OFFICE | LIFEMANAGED | LEGACY FINANCIAL ADVISORS, LLC | HARDESTY PARTNERS | HANEI PRIVATE WEALTH ADVISORS | GILLESPIE INVESTMENT STRATEGIES, LLC | GARRETSON PLANNING | FULLER WEALTH MANAGEMENT | FULL PICTURE FINANCIAL, LLC | FORTRESS ASSET MANAGEMENT | FAIR STREET ADVISORS | ELLIOTT ASSET MANAGEMENT | EDWARD STORER & ASSOCIATES | DYNAMIC WEALTH ADVISORS | DYNAMIC ADVISOR SOLUTIONS LLC | DYNAMIC | DJM WEALTH STRATEGIES | DESMOND LIGGETT WEALTH ADVISORS | DAVINCI CAPITAL PARTNERS | CROOKED TREE CAPITAL ADVISORS | CRESTVIEW CAPITAL MANAGEMENT | COVENTRY FINANCIAL GROUP | CLEARVISTA ADVISORS | CLARITY CAPITAL ADVISORS | CHICHESTER FINANCIAL GROUP LLC | CENTENNIAL WEALTH MANAGEMENT | CENTENNIAL INVESTMENT ADVISORS | CATALINA WEALTH PARTNERS, LLC | BRIDGE FINANCIAL STRATEGIES | BLACK WALNUT WEALTH MANAGEMENT | BALANCED FINANCIAL SERVICES | ARROW WEALTH MANAGEMENT | AFFINITY FINANCIAL, LLC
State Registrations and Notice Filings
(3/21/2018)
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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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1995About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jose Guadalupe Longoria JR's CRS (Customer Relationship Summary).
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