IJ
Isai Juarez
JOURNEY EQUITY WEALTH MANAGEMENT LLC
DOWNEY, CA 90241
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CRD#: 6168124
IJ
Professional summary
Isai Juarez is a registered financial advisor currently at JOURNEY EQUITY WEALTH MANAGEMENT LLC located in Downey, California.
Isai is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Isai has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. OWNER, ISAI JUAREZ RENTAL PROPERTY, 2701 E. VILLA RITA DRIVE, PHOENIX, AZ 85032. NON INVESTMENT RELATED SINCE 01/2019 AND I SPEND APPROX. 3 HOURS PER MONTH ON THIS ACTIVITY. COLLECT RENT AND WORK WITH APPROPRIATE PROFESSIONALS FOR MAINTENANCE OF PROPERTY. 2. RAMOS CONSULTING & WEALTH MANAGEMENT INC. POSITION: financial advisor NATURE: Non investment related company for branding purpose only INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 8141 2nd St # 330, Downey CA 90241, United States DESCRIPTION: These is for branding purposes 3. FA ADVISORS LLC POSITION: Agent NATURE: Offers Insurance services in areas of Life, Annuities and Health INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/26/2019 ADDRESS: 8141 2nd St, Suite # 330, Downey CA 90241, United States DESCRIPTION: offer insurance services to prospective clients 3. NEST EGG ETFS, LLC POSITION: Chief Operating officer, Chief Compliance Officer NATURE: Overseeing the operational and compliance actives as pertain to Nest Eggs ETF, LLC sub-advisory services. Make decisions on and oversee compliance on branding, communications, sales, marketing on both business to consumer and business to business engagement. Assure all appropriate reporting with corresponding regulatory authorities are filling are made on behalf of the RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 3 START DATE: 09/24/2024 ADDRESS: 8141 2nd St, Ste 330, Downey CA 90241, United States DESCRIPTION: Chief Compliance office Chief Operating Officer
CRS (Client Relationship Summary) - RIA
Click below to view Isai Juarez'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®
NoneExperience
Current
May 19, 2025 - Present
JOURNEY EQUITY WEALTH MANAGEMENT LLC
Office #1: 8141 2nd Street Suite 545, Downey, CA 90241RIA
CRD#: 335931
DOWNEY, CA
Past
November 22, 2024 - June 2, 2025
NESTYIELD ETFS
RIA
CRD#: 332971
DOWNEY, CA
Past
May 31, 2019 - May 19, 2025
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
DOWNEY, CA
Past
February 21, 2019 - May 19, 2025
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
DOWNEY, CA
Past
November 24, 2014 - January 3, 2019
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PHOENIX, AZ
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
California(5/20/2025)
IAR
Texas(5/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
JE
JOURNEY EQUITY WEALTH MANAGEMENT LLC
JOURNEY EQUITY WEALTH MANAGEMENT LLC
CRD#: 335931 / SEC#: 801-132817
RIA
Registered Investment Advisory firm - (11/3/2025 Terminated)California
Registered Investment Advisory firm - (10/31/2025 Approved)Texas
Registered Investment Advisory firm - (8/29/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8141 2nd Street Suite 545, Downey, CA 90241
Mailing Address
Phone number
(562) 774-5931
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 9,200,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
