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Jose Antonio Cuevas III

Jose A. Cuevas

WISDOM INVESTMENTS
HOFFMAN ESTATES, IL 60192
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CRD#: 4550864
Jose Antonio Cuevas III
Jose Antonio Cuevas IIIWISDOM INVESTMENTS

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 WISDOM INVESTMENTS 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.

At a Glance

Always Fiduciary

Aliases

Jose A. Cuevas Iii | Jose A. Cuevas

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.
2002-Present: Insurance agent/Insurance related/Elgin, IL/Independent insurance agent/Offer insurance and annuity products via unaffiliated issuers./Involves 10% time each month, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Antonio Cuevas III'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: 2019

Experience

Current

January 4, 2017 - Present

WISDOM INVESTMENTS

Office #1: 2000 Center Dr. Suite East D219, Hoffman Estates, IL 60192
RIA
CRD#: 123197
HOFFMAN ESTATES, IL
Past

April 18, 2016 - December 21, 2016

HIGH FIVE FINANCIAL

RIA
CRD#: 283608
ELGIN, IL
Past

October 1, 2012 - December 31, 2013

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
PALATINE, IL
Past

October 1, 2012 - December 31, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
PALATINE, IL
Past

January 26, 2006 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
ARLINGTON HEIGHTS, IL
Past

July 6, 2005 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ARLINGTON HEIGHTS, IL
Past

May 12, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

July 10, 2002 - March 11, 2003

HANTZ FINANCIAL SERVICES, INC.

BD
CRD#: 46047
SOUTHFIELD, MI

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
Illinois
(1/4/2017)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 3/24/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 7/27/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 1/4/2005
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 7/9/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WI
WISDOM INVESTMENTS
JOSE CUEVAS INC. DBA WISDOM INVESTMENTS INC. | WISDOM INVESTMENTS, INC. | WISDOM INVESTMENTS INC. | WISDOM INVESTMENTS

CRD#: 123197 / SEC#:

Illinois
Registered Investment Advisory firm - (9/10/1999 Approved)
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Contact information

Main Address
2000 Center Dr. Suite East D219, Hoffman Estates, IL 60192
Mailing Address
2000 Center Dr. Suite East D219, Hoffman Estates, IL 60192
Phone number
(224) 735-7185
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts301
AUM (Assets Under Management)$ 53,086,159

Red Flags

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Company Information

WISDOM INVESTMENTS

CRD#: 123197Hoffman Estates, IL 60192

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