Josue Luque De Julio

NEXT GEN FINANCIAL PLANNING

San Diego, CA 92108

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CRD#: 7599593

Professional summary

Josue Luque De Julio, who also goes by Josue Luque, is a registered financial advisor currently at NEXT GEN FINANCIAL PLANNING located in San Diego, California.

Josue is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Josue has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josue Luque

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 Josue Luque De Julio'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®

None

Experience

Current

July 17, 2022 - Present

NEXT GEN FINANCIAL PLANNING

Office #1: 1455 Frazee Rd Suite 543, San Diego, CA 92108

RIA

CRD#: 283233

San Diego, CA

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

California
(7/17/2022)

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

State Security Law Exam

IAR

Series 65

Date: 6/24/2022

Uniform Investment Adviser Law Examination

Current Firm

NEXT GEN FINANCIAL PLANNING

NEXT GEN FINANCIAL PLANNING | NEXT GEN FINANCIAL PLANNING, LLC

CRD#: 283233 / SEC#:

California

Registered Investment Advisory firm - (6/23/2016 Approved)

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Contact information

Main Address

1455 Frazee Rd Suite 543, San Diego, CA 92108

Mailing Address

Phone number

(619) 363-5187

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 33,312,429

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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Josue Luque De Julio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josue Luque De Julio's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT GEN FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2022

Current Firm

NEXT GEN FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEXT GEN FINANCIAL PLANNING

TRUST BUT VERIFY

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