Jose Cuellar (CRD# 5388819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Poway, CA and has over 16 years of experience in the finance industry. Jose Cuellar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Washington, DC | Sep 2019 - Current | 4 |
| Jp Morgan Chase Bank, N.a. | Washington, DC | Sep 2019 - Current | 4 |
| Ubs Financial Services Inc. | Washington, DC | Nov 2015 - Sep 2019 | 3 |
| Amazon | Sterling, VA | Nov 2018 - Mar 2019 | < 1 |
| Nreca/ Re Advisers | Arlington, VA | Dec 2008 - Nov 2015 | 6 |
| Erac Company Of Maryland, LLC | Sterling, VA | Jun 2015 - Oct 2015 | < 1 |
| Carmax | Dulles, VA | Nov 2014 - Jan 2015 | < 1 |
| Re Advisers Corporation | Arlington, VA | May 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
- DC
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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