Jose VargasCRD Number: 6391989
Current Firm: Raymond James & Associates, Inc.
Jose Vargas (CRD# 6391989) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Raymond James & Associates, Inc.||Miami, FL||Jul 2020 - Current||< 1|
|Highmore Group Advisors LLC||New York, NY||Feb 2016 - Apr 2020||4|
|Ucap Securities LLC||Miami, FL||Aug 2018 - Feb 2019||< 1|
|Capital Guardian||New York, NY||Feb 2016 - Feb 2019||3|
|Citigroup||Miami, FL||Apr 2015 - Feb 2016||< 1|
|E.s Financial Services||Miami, FL||Jun 2014 - Mar 2015||< 1|
|Unemployed||Miami, FL||Oct 2013 - May 2014||< 1|
|Bolsa Publica De Valores Bicentenaria||Caracas,||May 2012 - Sep 2013||1|
|Unemployed||Miami, FL||Jan 2012 - Apr 2012||< 1|
|True Alliance||Syndey,||Aug 2011 - Feb 2012||< 1|
|Unemployed||Miami, FL||Nov 2010 - Jul 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management203,947MILLIONS
Total Number of Accounts677,612ACCOUNTS
Average Account Value$300,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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
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