JS
JS
Jose Salcedo
31 Years of Experience
Goleta, CA
6 DisclosuresMay Earn Commission
Jose Salcedo is a registered investment advisor at Wealthbuilders Investments, based in Goleta, CA, with 31 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 249 clients with $120M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
249 clients
Average Client Portfolio
$491K average
Assets Under Management
$122.3M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable at the sole discretion of the firm for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Goleta, CA
Get directionsHistory
Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2015Judgment / Lien
March 2014Judgment / Lien
June 2010Judgment / Lien
March 2009Judgment / Lien
November 2008Customer Dispute
May 2002Settled
Employment History
Current Registrations
Wealthbuilders Investments
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wealthbuilders Investments
July 2019 - December 2024 · 5 yrs 5 mos
Cathedral Capital Wealth Management LLC
March 2019 - August 2019 · 5 mos
Biltmore Wealth Management, LLC
October 2017 - September 2019 · 1 yr 11 mos
Js Strategic Advisors, LLC
June 2013 - December 2017 · 4 yrs 6 mos
Cambridge Investment Research, INC.Broker
August 2006 - October 2017 · 11 yrs 2 mos
Cambridge Investment Research Advisors, INC.
August 2006 - October 2017 · 11 yrs 2 mos
Centaurus Financial, INC.
January 2006 - August 2006 · 7 mos
Centaurus Financial, INC.Broker
May 2003 - August 2006 · 3 yrs 3 mos
Washington Square Securities, INC.Broker
November 1998 - May 2003 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
July 1997 - November 1998 · 1 yr 4 mos
Cruttenden Roth IncorporatedBroker
July 1995 - August 1997 · 2 yrs 1 mo
Smith Barney INC.Broker
April 1994 - June 1995 · 1 yr 2 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.