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JB

Jose Maria Bilbao Cunha Joia

WALTERS STRATEGIC ADVISORS | Financial Advisor
Sarasota, FL 34237
Some features on this profile are disabled
CRD#: 6764170
JB

Professional summary

Jose Maria Bilbao Cunha Joia, who also goes by Jose Maria Bilbao Cunha Joia, Jose Bilbao Cunha Joia, Jose Joia, is a registered financial advisor currently at WALTERS STRATEGIC ADVISORS, LLC located in Sarasota, Florida.

Jose Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jose Maria has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jose Maria Bilbao Cunha Joia | Jose Bilbao Cunha Joia | Jose Joia

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.
2/13/2025 - E Sligh LLC, Investment related, 4030 Henderson Blvd Suite 357, Tampa FL 33629, Real estate investment, Partner, 30 minutes once/month, Own investment units.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Maria Bilbao Cunha Joia'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

August 28, 2023 - Present

WALTERS STRATEGIC ADVISORS, LLC

Office #1: 3277 Fruitville Road Building E, Sarasota, FL 34237
RIA
CRD#: 310582
Sarasota, FL
Past

September 25, 2020 - March 1, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Sarasota, FL
Past

September 24, 2020 - March 1, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Sarasota, FL
Past

March 28, 2017 - November 3, 2020

RUDD ASSET MANAGEMENT

RIA
CRD#: 162821
SARASOTA, FL

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
Florida
(8/28/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 11/30/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/17/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2020
Securities Industry Essentials Examination

Current Firm

WS
WALTERS STRATEGIC ADVISORS, LLC
WALTERS STRATEGIC ADVISORS, LLC

CRD#: 310582 / SEC#:

Florida
Registered Investment Advisory firm - (9/28/2020 Approved)
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Contact information

Main Address
3277 Fruitville Road Building E, Sarasota, FL 34237
Mailing Address
Phone number
(941) 366-4450
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts98
AUM (Assets Under Management)$ 39,302,473

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

WALTERS STRATEGIC ADVISORS, LLC

Financial AdvisorCRD#: 310582Sarasota, FL 34237

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