Jose A. Cuevas
Professional summary
Jose Antonio Cuevas III, CFP®, who also goes by Jose A. Cuevas III, Jose A. Cuevas, is a registered financial advisor currently at JOSE CUEVAS INC. DBA WISDOM INVESTMENTS INC. located in Hoffman Estates, Illinois.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jose has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Antonio Cuevas III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
January 4, 2017 - Present
JOSE CUEVAS INC. DBA WISDOM INVESTMENTS INC.
Office #1: 2000 Center Dr. Suite East D219, Hoffman Estates, IL 60192April 18, 2016 - December 21, 2016
HIGH FIVE FINANCIAL
October 1, 2012 - December 31, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - December 31, 2013
J.P. MORGAN SECURITIES LLC
January 26, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
July 6, 2005 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
May 12, 2003 - July 6, 2005
BANC ONE SECURITIES CORPORATION
July 10, 2002 - March 11, 2003
HANTZ FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2017)
Exams
Current Firm
JOSE CUEVAS INC. DBA WISDOM INVESTMENTS INC.
CRD#: 123197 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 225 |
| AUM (Assets Under Management) | $ 40,217,684 |
Red Flags
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