Jesus A. Longoria

AMICUS FINANCIAL ADVISORS

McAllen, TX

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CRD#: 4406531

Professional summary

Jesus Armando Longoria, CFP®, who also goes by Jesse Longoria, is a registered financial advisor currently at AMICUS FINANCIAL ADVISORS, LLC located in Mcallen, Texas.

Jesus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jesus has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Longoria

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.

Jes�s A. Longoria is a partner and project manager at Iconic Design Studio, LLC. This business is not investment related. Mr. Longoria manages interior design projects, remolding projects, and new builds. Approximately 40% of his time is spent in this business, with some of that time occurring during trading hours. Clients are not required to purchase any services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Armando Longoria'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: 2004

Experience

Current

January 1, 2007 - Present

AMICUS FINANCIAL ADVISORS, LLC

RIA

CRD#: 131315

McAllen, TX

Past

August 11, 2004 - March 8, 2005

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

August 11, 2004 - March 8, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

May 18, 2004 - February 28, 2005

NOVA ADVISOR GROUP, LLC

RIA

CRD#: 129910

EL PASO, TX

Past

July 3, 2001 - February 17, 2004

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

EL PASO, TX

Past

June 22, 2001 - February 17, 2004

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

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".

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Mexico
(7/10/2012)

IAR

Texas
(1/1/2007)

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

Series 63

Date: 7/2/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/26/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/3/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

AMICUS FINANCIAL ADVISORS, L.L.P. | AMICUS FINANCIAL ADVISORS, LLC

CRD#: 131315 / SEC#: 801-113147

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

Kansas

Registered Investment Advisory firm - (12/31/2015 Terminated)

Louisiana

Registered Investment Advisory firm - (5/14/2018 Terminated)

New Mexico

Registered Investment Advisory firm - (5/11/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/11/2018 Terminated)

Utah

Registered Investment Advisory firm - (5/11/2018 Terminated)

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Contact information

Main Address

7021 Kewanee Ave 4-102, Lubbock, TX 79424

Mailing Address

Phone number

(806) 698-1122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,408
AUM (Assets Under Management)	$ 511,209,833

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.

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Firm Stability Insights

Jesus A. Longoria

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesus Armando Longoria's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

NOVA ADVISOR GROUP, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AMICUS FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/2001

Series 65

Date: 6/26/2001

Series 7

Date: 1/3/2002

Series 6

Date: 6/21/2001

Current Firm

AMICUS FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMICUS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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