JL
CFP
JL
CFP

Jesus Armando Longoria

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

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Location

McAllen, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jesús is a partner and project manager at Iconic Design Studio, LLC, managing interior design, remodeling, and new build projects. This non-investment related activity takes about half of Jesús's time, some of which occurs during trading hours.

Employment History
Current Registrations
Amicus Financial Advisors, LLC
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Chase Investment Services CORP.
August 2004 - March 2005 · 7 mos
Nova Advisor Group, LLC
May 2004 - February 2005 · 9 mos
Securian Financial Services, INC.
July 2001 - February 2004 · 2 yrs 7 mos
State Registrations2 states
NMTX
Advisor
Exams
No exam information available for this advisor.