Unclaimed Profile

James Jeffrey Halvosa

ARGENTUS ADVISORS, LLC·DALLAS, Texas

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record24 years registeredARGENTUS ADVISORS, LLC

14785 PRESTON ROAD, DALLAS, TX 75254CRD# 2603382Firm CRD# 116083

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Jeffrey Halvosa · DALLAS, TX

Registration

CRD #2603382 · ARGENTUS ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARGENTUS ADVISORS, LLC

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Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · April 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORTITUDE ADVISORY GROUP L.L.C.

CRD 116083 · SEC 801-60827

AUM

$430M

Regulatory assets under management

Employees

1,543 client accounts

Services offered by FORTITUDE ADVISORY GROUP L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORTITUDE ADVISORY GROUP L.L.C. →

Introduction

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Frequently Asked Questions

What services does James Jeffrey Halvosa offer?

James Jeffrey Halvosa specializes in Financial Planning, Investment Management.

What are James Jeffrey Halvosa's credentials?

James Jeffrey Halvosa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Jeffrey Halvosa located?

James Jeffrey Halvosa is based in DALLAS, Texas, last registered with ARGENTUS ADVISORS, LLC.

How does James Jeffrey Halvosa charge for services?

James Jeffrey Halvosa's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARGENTUS ADVISORS, LLC?

ARGENTUS ADVISORS, LLC has approximately 25 employees and manages $430M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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