Unclaimed Profile

Jesus Armando Longoria

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas

Series 6, Series 7, Series 63, Series 65Clean record25 years registeredAMICUS FINANCIAL ADVISORS, LLC

7021 KEWANEE AVE, LUBBOCK, TX 79424CRD# 4406531Firm CRD# 131315

Profile Verification

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

Identity

Jesus Armando Longoria · LUBBOCK, TX

Registration

CRD #4406531 · AMICUS FINANCIAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AMICUS FINANCIAL ADVISORS, LLC

Jan 2007 – present

CHASE INVESTMENT SERVICES CORP.

Aug 2004 – Mar 2005

HOUSTON, TX

NOVA ADVISOR GROUP, LLC

May 2004 – Feb 2005

EL PASO, TX

SECURIAN FINANCIAL SERVICES, INC.

Jul 2001 – Feb 2004

EL PASO, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 3, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMICUS FINANCIAL ADVISORS, LLC

CRD 131315 · SEC 801-113147

AUM

$439M

Regulatory assets under management

Employees

1,359 client accounts

Services offered by AMICUS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMICUS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jesus Armando Longoria offer?

Jesus Armando Longoria specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.

What are Jesus Armando Longoria's credentials?

Jesus Armando Longoria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jesus Armando Longoria located?

Jesus Armando Longoria is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.

How does Jesus Armando Longoria charge for services?

Jesus Armando Longoria'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 AMICUS FINANCIAL ADVISORS, LLC?

AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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