Joseph Venegas, financial advisor Goodrich MI

Joseph Venegas

CRD Number: 5007892
Current Firm: Jdv Wealth Advisors, LLC

Joseph Venegas (CRD# 5007892) is an Investment Advisor Representative working at Jdv Wealth Advisors, LLC in Goodrich, MI and has over 17 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Jdv Wealth Advisors, LLC Grand Blanc, MI Dec 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Joseph D. Venegas
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $114,458
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MI

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