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JA

Jose A. Amoles

PAUL COMSTOCK PARTNERS
Houston, TX 77027
Some features on this profile are disabled
CRD#: 7452466
JA

Professional summary

Jose Abelino Amoles, who also goes by Jose Amoles, is a registered financial advisor currently at PAUL COMSTOCK PARTNERS located in Houston, Texas.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jose has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jose Amoles

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 Abelino Amoles'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

April 1, 2026 - Present

PAUL COMSTOCK PARTNERS

Office #1: 1177 West Loop South Suite 1500, Houston, TX 77027
RIA
CRD#: 105335
Houston, TX
Past

January 5, 2022 - April 28, 2022

PFS INVESTMENTS INC.

BD
CRD#: 10111
SMYRNA, GA

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".
PC
PAUL COMSTOCK PARTNERS
FIRST ENDOWMENT DEVELOPMENT CORP | PAUL L. COMSTOCKCO | PAUL L. COMSTOCK CO | PAUL COMSTOCK PARTNERS

CRD#: 105335 / SEC#: 801-22496

RIA
Registered Investment Advisory firm - (11/5/1984 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.

Highlighted states indicate IAR registrations

IAR
Texas
(4/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/1/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/5/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/5/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2019
Securities Industry Essentials Examination

Current Firm

PC
PAUL COMSTOCK PARTNERS
FIRST ENDOWMENT DEVELOPMENT CORP | PAUL L. COMSTOCKCO | PAUL L. COMSTOCK CO | PAUL COMSTOCK PARTNERS

CRD#: 105335 / SEC#: 801-22496

RIA
Registered Investment Advisory firm - (11/5/1984 Approved)
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Contact information

Main Address
1177 West Loop South Suite 1500, Houston, TX 77027
Mailing Address
Phone number
(713) 977-2694
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts118
AUM (Assets Under Management)$ 2,238,868,684

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

PAUL COMSTOCK PARTNERS

CRD#: 105335Houston, TX 77027

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