Jose Monreal
Professional summary
Jose Monreal, CFP®, who also goes by Jose Armando Monreal Rodriguez, is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Austin, Texas.
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jose has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jose Monreal's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 14, 2021 - Present
MISSION WEALTH MANAGEMENT, LP
October 3, 2019 - August 21, 2020
PRUCO SECURITIES, LLC.
October 10, 2017 - August 21, 2020
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/14/2021)
Exams
Series 7TO
Date: 2/20/2020
General Securities Representative ExaminationCurrent Firm
MISSION WEALTH MANAGEMENT, LP
CRD#: 113057 / SEC#: 801-61230
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,456 |
| AUM (Assets Under Management) | $ 10,024,060,630 |
Red Flags
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