Joseph D. Venegas

JDV WEALTH ADVISORS

Goodrich, MI

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CRD#: 5007892

Professional summary

Joseph Daniel Narcisco Venegas, who also goes by Joe Venegas, Joseph Venegas, is a registered financial advisor currently at JDV WEALTH ADVISORS, LLC located in Goodrich, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joseph has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Venegas | Joseph Venegas

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.

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES - APPROXIMATELY 30 HOURS PER WEEK. 2) TAX PREPARATION SERVICES - APPROXIMATELY 5 TO 10 HOURS PER WEEK DURING TAX SEASON. 3) CONSTRUCTION SERVICES - APPROXIMATELY 5 TO 10 HOURS PER MONTH. 4) HIGH SCHOOL FOOTBALL COACH - APPROX 10 TO 15 HOURS PER MONTH (5 DURING MARKET HOURS) - NON-INVESTMENT RELATED - START DATE 05/2018 - BURTON, MI 4) GLADIATORS BASEBALL - NON INVESTMENT RELATED - HEAD COACH - START DATE: 08/2019 - APPROXIMATELY 4 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Narcisco Venegas'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®

None

Experience

Current

January 9, 2014 - Present

JDV WEALTH ADVISORS, LLC

RIA

CRD#: 169628

Goodrich, MI

Past

May 6, 2011 - December 31, 2013

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

CLIO, MI

Past

May 6, 2011 - December 31, 2013

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

CLIO, MI

Past

March 19, 2010 - June 13, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

FLINT, MI

Past

February 18, 2010 - June 13, 2011

LPL FINANCIAL LLC

CRD#: 6413

FLINT, MI

Past

March 12, 2008 - February 3, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

FLINT, MI

Past

March 12, 2008 - February 3, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FLINT, MI

Past

February 26, 2007 - March 12, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

SOUTHFIELD, MI

Past

March 2, 2006 - February 2, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

FLINT, 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

Michigan
(1/9/2014)

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 66

Date: 5/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/2005

General Securities Representative Examination

Current Firm

JDV WEALTH ADVISORS, LLC

BLACKSTONE CAPITAL ADVISORS, LLC | JDV WEALTH ADVISORS, LLC

CRD#: 169628 / SEC#:

Michigan

Registered Investment Advisory firm - (1/8/2014 Approved)

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Contact information

Main Address

Goodrich, MI

Mailing Address

P.o. Box 941, Grand Blanc, MI 48480

Phone number

(810) 820-7436

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 5,490,659

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

Joseph D. Venegas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Daniel Narcisco Venegas's CRS (Customer Relationship Summary).

Certified licenses

Experience

JDV WEALTH ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MML INVESTORS SERVICES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/30/2006

Series 7

Date: 9/21/2005

Current Firm

JDV WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JDV WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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