Jose Feliz is a ChFC-designated registered investment advisor, based in Alexandria, VA, with 4 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5285 Shawnee Rd, Suite 305, Alexandria, VA, 22312
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Regulatory History
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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Jose works as a 1099 temporary/part-time contractor for Deloitte LLP, providing guidance on previous projects. This takes about 10-20% of Jose's time and does not occur during securities trading hours.
Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations11 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.
Exams
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