Jose Cruz Armenta Jr
CFP®Professional Summary
Jose Cruz Armenta JR, CFP®, who also goes by Jose Cruz Armenta, is a registered financial advisor currently at CREATE YOUR PATH LLC located in Bonita, California. Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jose has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Tax Planning
- Business Services
- Financial Planning
- Cashflow & Budgeting
- Education Funding
- Investment Management
Specializations
Biography
I believe the focus of financial planning should be on your “why.” What are your goals and values? Once we’ve identified your path, I will guide you in designing a comprehensive financial life plan that’ll allow you to walk that path. Only after we have found the “why” can we create the “how” –and only after understanding your unique desires do we start discussing numbers. When I first entered the financial services industry, I was...
Other Aliases
Jose Cruz Armenta
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CREATE YOUR PATH LLC
Contact Information
Main Address
Bonita, CAMailing Address
501 W Broadway Suite 800, San Diego, CA 92101Phone Number
(619) 483-8690# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
26AUM (Assets Under Management)
$1,558,793Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/13/2020)
(7/24/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jose Cruz Armenta JR's CRS (Customer Relationship Summary).
Services Offered by Jose
- Tax Planning
- Business Services
- Financial Planning
- Cashflow & Budgeting
- Education Funding
- Investment Management
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