Jose A. Velez Homs

JOHNSON BIXBY

VANCOUVER, WA 98660

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CRD#: 7544442

Professional summary

Jose Alfredo Velez Homs, who also goes by Jose Alfredo Velez, Jose Velez, Jose Velez Homs, Jose Alfredo Velezhoms, is a registered financial advisor currently at JOHNSON BIXBY located in Vancouver, Washington and PRIVATE CLIENT SERVICES, LLC located in Vancouver, Washington.

Jose is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jose has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jose Alfredo Velez | Jose Velez | Jose Velez Homs | Jose Alfredo Velezhoms

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.

Johnson Bixby & Associates. 275 W 3rd St, Suite 600, Vancouver, WA 98660. RIA. 160 hrs/mo; 100 during trading hrs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Alfredo Velez Homs'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

October 13, 2024 - Present

JOHNSON BIXBY

Office #1: 275 West Third Street Suite 600, Vancouver, WA 98660

RIA

CRD#: 310839

VANCOUVER, WA

Current

June 24, 2024 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 275 West Third St, Ste 600, Vancouver, WA 98660

RIA

CRD#: 120222

Vancouver, WA

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".

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 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.

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

Washington
(10/7/2024)

IAR

Washington
(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

State Security Law Exam

IAR

Series 66

Date: 9/21/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/31/2023

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

JOHNSON BIXBY

JOHNSON BIXBY | JOHNSON BIXBY & ASSOCIATES, LLC

CRD#: 310839 / SEC#: 801-119645

RIA

Registered Investment Advisory firm - (10/16/2020 Approved)

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Contact information

Main Address

275 West Third Street Suite 600, Vancouver, WA 98660

Mailing Address

Phone number

(360) 695-1795

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,142
AUM (Assets Under Management)	$ 789,526,420

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.

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Jose A. Velez Homs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose Alfredo Velez Homs's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHNSON BIXBY

PRIVATE CLIENT SERVICES, LLC

Primary Firm SEC Registration

JOHNSON BIXBY

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2024

Series 7TO

Date: 6/23/2024

SIE

Date: 1/31/2023

FINRA

Current Firm

JOHNSON BIXBY

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BIXBY

TRUST BUT VERIFY

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