Jonathan P. Lopez
Professional summary
Jonathan Phillip Lopez, who also goes by Jonathan Phillip Lopez Mr., is a registered financial advisor currently at TRUVIZE FINANCIAL PLANNING located in El Paso, Texas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Phillip Lopez's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 30, 2024 - Present
TRUVIZE FINANCIAL PLANNING
Office #1: 11323 Rojas Dr Ste A3, El Paso, TX 79936December 13, 2019 - August 22, 2024
LPL FINANCIAL LLC
December 13, 2019 - August 22, 2024
LPL FINANCIAL LLC
March 3, 2017 - December 16, 2019
SECURITIES AMERICA ADVISORS, INC.
March 3, 2017 - December 16, 2019
SECURITIES AMERICA, INC.
June 16, 2015 - March 6, 2017
CETERA WEALTH SERVICES, LLC
June 16, 2015 - March 6, 2017
CETERA WEALTH SERVICES, LLC
February 2, 2012 - June 22, 2015
PRINCIPAL SECURITIES, INC.
January 25, 2012 - June 22, 2015
PRINCIPAL SECURITIES, INC.
June 21, 2010 - January 25, 2012
SECURIAN 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
(8/30/2024)
Exams
Current Firm
TRUVIZE FINANCIAL PLANNING
CRD#: 331821 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 113 |
| AUM (Assets Under Management) | $ 18,812,590 |
Red Flags
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