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JV

Jose M. Valdez

POWER FINANCIAL PARTNERS
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 6267060
JV

Professional summary

Jose Miguel Valdez, who also goes by Jose Valdez, is a registered financial advisor currently at POWER FINANCIAL PARTNERS, LLC located in Tampa, Florida and PURSHE KAPLAN STERLING INVESTMENTS located in Tampa, Florida.

Jose is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jose has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jose Valdez

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Miguel Valdez's CRS (Customer Relationship Summary).
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

October 4, 2023 - Present

POWER FINANCIAL PARTNERS, LLC

Office #1: 5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609
RIA
CRD#: 324253
Tampa, FL
Current

March 6, 2023 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 5401 N. Kennedy Blvd. Suite 1020, Tampa, FL 33609
BD
CRD#: 35747
Tampa, FL
Past

October 17, 2018 - February 11, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TAMPA, FL
Past

November 16, 2015 - October 1, 2018

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
POWER FINANCIAL PARTNERS, LLC
DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA
Registered Investment Advisory firm - (1/24/2023 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/17/2023)
IAR
Florida
(10/4/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 11/16/2015
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

PF
POWER FINANCIAL PARTNERS, LLC
DEY ADVISORS, LLC | POWER FINANCIAL PARTNERS, LLC

CRD#: 324253 / SEC#: 801-127238

RIA
Registered Investment Advisory firm - (1/24/2023 Approved)
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Contact information

Main Address
5401 W Kennedy Blvd. Ste. 1020, Tampa, FL 33609
Mailing Address
Phone number
(813) 212-2125
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISLOSURE BROCHURE FOR POWER FINANCIAL PARTNERS, LLC (2/12/2026)

Regulatory assets under management

Total Number of Accounts452
AUM (Assets Under Management)$ 329,142,012

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.

Company Information

POWER FINANCIAL PARTNERS, LLC

CRD#: 324253Tampa, FL 33609

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