Joseph Soto, financial advisor Grants Pass OR

Joseph Soto

CRD Number: 5571573
Current Firm: Kingsview Wealth Management, LLC

Joseph Soto (CRD# 5571573) is an Investment Advisor Representative working at Kingsview Wealth Management, LLC in Grants Pass, OR and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kingsview Asset Management Grants Pass, OR Jul 2018 - Current 5
Suntrust Investment Services, Inc. Atlanta, GA Jul 2017 - Current 6
Suntrust Private Wealth Alpharetta, GA Jul 2017 - Jul 2018 1
J.p. Morgan Securities LLC Kenner, LA Oct 2012 - Jul 2017 4
Jpmorgan Chase Bank Na Metairie, LA Jul 2008 - Jul 2017 9
Jp Morgan Chase Alpharetta, GA Aug 2007 - Jul 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Joseph V. Soto
Phone Number: 312-870-6701
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,584
    MILLIONS
  • Total Number of Accounts
    13,829
    ACCOUNTS
  • Average Account Value
    $259,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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