JV
CFP
JV
CFP

Jhuler Villegas

21 Years of Experience
Cape Coral, FL
1 DisclosureBroker

Jhuler Villegas is a CFP-designated registered investment advisor, based in Cape Coral, FL, with 21 years of industry experience.

Location

2510 Santa Barbara Blvd, Cape Coral, FL, 33914

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History

Regulatory History (1)
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.
Customer Dispute
January 2012
Settled
Other Business Activities

Jhuler is a part owner of Fort Myers Beach Smoke Shop since 2013, which retails cigars. Jhuler also owns rental real estate properties since 2016, dedicating minimal time to each activity.

Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2009 - January 2018 · 8 yrs 9 mos
Bb&t Investment Services, INC.Broker
June 2008 - January 2018 · 9 yrs 7 mos
Park Avenue Securities LLCBroker
July 2007 - June 2008 · 11 mos
Fifth Third Securities, INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
American Express Financial Advisors, INC.
January 2004 - April 2005 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
December 2003 - April 2005 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
December 2003 - April 2005 · 1 yr 4 mos
State Registrations30 states
ALARAZCOCTDEFLGAILINKYMAMDMEMIMNNCNJNYOHPARISCTNTXUTVAVTWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jhuler Villegas - Financial Advisor | TrueAdvisor