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Jovita Ruiz Honor

Jovita R. Honor

HONOR FAMILY OFFICE
Santa Barbara, CA 93103
Some features on this profile are disabled
CRD#: 3098129
Jovita Ruiz Honor

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.

Jovita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jovita has worked at 4 firms and has passed the Series 65 and Series 7 exams.

Biography

Jovita and her husband Alex have been married for 20 years.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
Investment Planning
Education Planning
Estate Planning
Divorce Planning
Do you have an area of expertise or specialization?
Charitable Giving
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Socially Responsible Investmen...
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes

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).

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
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

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/10/1998
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/1998
General Securities Representative Examination

Current Firm

HF
HONOR FAMILY OFFICE, LLC
HONOR FAMILY OFFICE, LLC

CRD#: 317000 / SEC#:

California
Registered Investment Advisory firm - (11/9/2021 Approved)
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Contact information

Main Address
2166 Mission Ridge Rd., Santa Barbara, CA 93103
Mailing Address
Phone number
(415) 385-6083
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts28
AUM (Assets Under Management)$ 48,383,161

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.

Company Information

HONOR FAMILY OFFICE, LLC

CRD#: 317000Santa Barbara, CA 93103

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Contact information

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