Jovita R. Honor

HONOR FAMILY OFFICE

SANTA BARBARA, CA 93103

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CRD#: 3098129

Professional summary

Jovita Ruiz Honor, CFP®, CIMA®, who also goes by Jovita R Honor, Jovita Ruiz, Jovita Ruiz-honor, is a registered financial advisor currently at HONOR FAMILY OFFICE, LLC located in Santa Barbara, California and FIRST AFFIRMATIVE FINANCIAL NETWORK LLC located in Santa Barbara, California.

Jovita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jovita has worked at 5 firms and has passed the Series 65 and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: $1M–$5M

Services Offered

Comprehensive Financial Planning

Employee and Employer Plan Benefits

Tax Planning

Retirement Planning

Investment Planning

Education Planning

Estate Planning

Divorce Planning

Specializations

Charitable Giving

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Socially Responsible Investments

Biography

Jovita and her husband Alex have been married for 20 years.

Aliases

Jovita R Honor | Jovita Ruiz | Jovita Ruiz-Honor

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jovita Ruiz Honor's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1999

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 9, 2021 - Present

HONOR FAMILY OFFICE, LLC

Office #1: 2166 Mission Ridge Rd., Santa Barbara, CA 93103

RIA

CRD#: 317000

SANTA BARBARA, CA

Current

July 10, 2026 - Present

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA

CRD#: 109036

Santa Barbara, CA

Past

August 29, 2012 - December 10, 2020

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

PALO ALTO, CA

Past

January 18, 2011 - December 21, 2012

FOUNDERS FINANCIAL NETWORK, LLC

RIA

CRD#: 136401

CUPERTINO, CA

Past

April 29, 2003 - February 23, 2011

PARKWORTH WEALTH MANAGEMENT, INC.

RIA

CRD#: 133908

SAN JOSE, CA

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".

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

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

California
(11/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/10/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/1998

General Securities Representative Examination

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

CRD#: 109036 / SEC#: 801-56587

RIA

Registered Investment Advisory firm - (6/7/1999 Approved)

PREMIUM

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Contact information

Main Address

5475 Mark Dabling Boulevard Suite 320, Colorado Springs, CO 80918

Mailing Address

Phone number

(719) 478-7036

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DISCLOSURE BROCHURE (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE (6/2/2025)

FORM ADV PART 2A - DISCLOSURE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE SCHEDULE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - GOLDMAN SACHS WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - OPS/ORION WRAP FEE BROCHURE SUMMARY OF MATERIAL CHANGES (6/2/2025)

FORM ADV PART 2A - APEX WRAP FEE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	2,298
AUM (Assets Under Management)	$ 956,132,091

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.

Contact information

(xxx) xxx-xxxx

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Jovita R. Honor

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jovita Ruiz Honor's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

FOUNDERS FINANCIAL NETWORK, LLC

PARKWORTH WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/10/1998

Series 7

Date: 7/20/1998

Current Firm

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

TRUST BUT VERIFY

Contact information

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