José Alfredo Vélez Homs
Professional Summary
José Alfredo Vélez Homs, who also goes by Jose Alfredo Velez, Jose Velez, Jose Alfredo Velez Homs, Jose Velez Homs, Jose Alfredo Velezhoms, Jose Alfredo Vélez Homs, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington. José is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. José has worked at 2...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jose Alfredo Velez, Jose Velez, Jose Alfredo Velez Homs, Jose Velez Homs, Jose Alfredo Velezhoms, Jose Alfredo Vélez Homs
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Videos & Posts
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Contact Information
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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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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC
Contact Information
Main Address
275 West Third Street Suite 600, Vancouver, WA 98660Phone Number
(360) 695-1795# of Employees
15SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,205AUM (Assets Under Management)
$933,732,431Similar 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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Primary Firm SEC Registration
JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC
State Registrations and Notice Filings
(10/7/2024)
(10/13/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view José Alfredo Vélez Homs's CRS (Customer Relationship Summary).
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