JF
Jimmy D. Fontalvo
CASH APP INVESTING LLC
Portland, OR 97204
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CRD#: 7368073
JF
Professional summary
Jimmy David Fontalvo, who also goes by Jimmy David Fontalvo Sandoval, Jimmy D Fontalvo, Jimmy Fontalvo, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.
Jimmy is registered as a RR (Registered Representative) and started their career in finance in 2021. Jimmy has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jimmy David Fontalvo Sandoval | Jimmy D Fontalvo | Jimmy Fontalvo
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.
CRS (Client Relationship Summary) - BD
Click below to view Jimmy David Fontalvo'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
July 22, 2025 - Present
CASH APP INVESTING LLC
Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204BD
CRD#: 144076
Portland, OR
Past
March 29, 2024 - November 19, 2024
ROBINHOOD FINANCIAL, LLC
BD
CRD#: 165998
Chicago, IL
Past
September 30, 2022 - March 16, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
Westerville , OH
Past
August 23, 2021 - April 20, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Chicago, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(7/24/2025)
RR
Alaska(7/30/2025)
RR
Arizona(7/31/2025)
RR
Arkansas(7/29/2025)
RR
California(7/23/2025)
RR
Colorado(7/24/2025)
RR
Connecticut(7/23/2025)
RR
Delaware(7/23/2025)
RR
District of Columbia(7/24/2025)
RR
Florida(7/23/2025)
RR
Georgia(7/23/2025)
RR
Hawaii(7/23/2025)
RR
Idaho(7/22/2025)
RR
Illinois(7/23/2025)
RR
Indiana(7/23/2025)
RR
Iowa(7/24/2025)
RR
Kansas(7/22/2025)
RR
Kentucky(7/29/2025)
RR
Louisiana(7/23/2025)
RR
Maine(7/23/2025)
RR
Maryland(7/23/2025)
RR
Massachusetts(7/24/2025)
RR
Michigan(7/24/2025)
RR
Minnesota(7/24/2025)
RR
Mississippi(7/23/2025)
RR
Missouri(7/22/2025)
RR
Montana(7/30/2025)
RR
Nebraska(7/22/2025)
RR
Nevada(7/23/2025)
RR
New Hampshire(7/25/2025)
RR
New Jersey(7/23/2025)
RR
New Mexico(7/24/2025)
RR
New York(7/31/2025)
RR
North Carolina(7/25/2025)
RR
North Dakota(7/28/2025)
RR
Ohio(7/29/2025)
RR
Oklahoma(7/23/2025)
RR
Oregon(7/25/2025)
RR
Pennsylvania(7/23/2025)
RR
Rhode Island(7/23/2025)
RR
South Carolina(7/24/2025)
RR
South Dakota(7/23/2025)
RR
Tennessee(7/23/2025)
RR
Texas(7/22/2025)
RR
Utah(7/23/2025)
RR
Vermont(7/25/2025)
RR
Virginia(7/24/2025)
RR
Washington(7/24/2025)
RR
West Virginia(7/28/2025)
RR
Wisconsin(7/23/2025)
RR
Wyoming(7/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC
CRD#: 144076 / SEC#: , 8-67630
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 1 |
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.
