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JV

Javier Villanueva

BBVA GLOBAL WEALTH ADVISORS
Houston, TX 77056
Some features on this profile are disabled
CRD#: 7753811
JV

Professional summary

Javier Villanueva is a registered financial advisor currently at BBVA GLOBAL WEALTH ADVISORS, INC. located in Houston, Texas.

Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Javier has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Javier Villanueva'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 21, 2026 - Present

BBVA GLOBAL WEALTH ADVISORS, INC.

Office #1: 1980 Post Oak Blvd, Floor 10, Houston, TX 77056
RIA
CRD#: 327326
Houston, TX
Past

September 10, 2024 - April 20, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HOUSTON, TX
Past

September 10, 2024 - April 20, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HOUSTON, TX
Past

April 29, 2024 - September 13, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

November 29, 2023 - September 13, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

June 1, 2023 - October 16, 2023

JV GLOBAL CAPITAL, INC.

RIA
CRD#: 316742
HOUSTON, TX

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".
BG
BBVA GLOBAL WEALTH ADVISORS, INC.
BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA
Registered Investment Advisory firm - (2/26/2024 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
(4/21/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/9/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/10/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/4/2020
Securities Industry Essentials Examination

Current Firm

BG
BBVA GLOBAL WEALTH ADVISORS, INC.
BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326 / SEC#: 801-129582

RIA
Registered Investment Advisory firm - (2/26/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
501 Brickell Key Drive Suite 601, Miami, FL 33131
Mailing Address
Phone number
(305) 205-7752
Established
Firm type
Fiscal year end
# of Employees
57

SEC notice filing (3 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

BBVA GWA ADV 2A APPENDIX WRAP FEE PROGRAM (11/26/2025)
BBVA GWA ADV 2A (11/26/2025)

Regulatory assets under management

Total Number of Accounts665
AUM (Assets Under Management)$ 1,208,850,630

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

BBVA GLOBAL WEALTH ADVISORS, INC.

CRD#: 327326Houston, TX 77056

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