JC
JC
Jose Cuevas is a registered investment advisor at Raymond James & Associates, INC., based in Menifee, CA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
Menifee, CA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
January 2026 - Present · 4 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2023 - March 2024 · 6 mos
TD Ameritrade, INC.Broker
August 2021 - September 2023 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2019 - May 2021 · 2 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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.