Jose Vidueira
Jose Vidueira is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 20 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business ActivitiesSells Insurance
Jose is an associate partner at Eagle Harbor Advisors, providing financial planning and investment/insurance services, dedicating full-time hours. He is also a member of Eagle Harbor Insurance LLC, acting as an insurance agent, dedicating minimal time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
T3 Trading Group, LLCBroker
T3 Trading Group, LLCBroker
T3 Trading Group, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
M. J. Whitman, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Faic Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.