Jose Alvarez (CRD# 7388017) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 2 years of experience in the finance industry.
CRD# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 4905509
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Amery, WI | May 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Amery, WI | May 2023 - Current | < 1 |
| Bremer Bank | Amery, WI | May 2023 - Current | < 1 |
| Westconsin Investment Adviors | Amery, WI | May 2023 - May 2023 | < 1 |
| Lpl Financial LLC | Amery, WI | May 2022 - May 2023 | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jun 2021 - May 2023 | 1 |
| U.s. Army | Reedsburg, WI | Sep 2012 - Jan 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- TX
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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