Jose Vasquez, financial advisor Blue Bell PA

Jose Vasquez

CRD Number: 2787929
Current Firm: Primerica Advisors

Jose Vasquez (CRD# 2787929) is an Investment Advisor Representative working at Primerica Advisors in Blue Bell, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Duluth, GA Mar 2020 - Current 4
Pfs Investments Inc. Blue Bell, PA May 2015 - Current 8
Primerica Financial Services Blue Bell, PA Jul 2014 - Current 9
Valley Forge Medical Center Norristown, PA Jun 2004 - Oct 2019 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2015
S65 NASAA Investment Advisors Law Examination May 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jose I. Vasquez
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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