Jose Cuevas
CRD Number: 4550864Current Firm: Jose Cuevas Inc. Dba Wisdom Investments Inc.
Compensation Model: Both
Jose Cuevas (CRD# 4550864) is an Investment Advisor Representative working at High Five Financial in Elgin, IL and has over 14 years of experience in the finance industry. High Five Financial was created to serve an ever-growing need for clients to have one on one attention from a financial planner who is not tied to the interests of a giant corporation. As Independent, Fiduciary, fee-based financial planners, we are able to provide you with unbiased advice while still utilizing the best products available for your goals. In addition, while many financial institutions have changed their business models to primarily cater to the affluent client, our belief is that each client matters. Every client should have the opportunity to leave the lasting legacy for their family they desire. Our goal is to help assist you in making the world a better place for your family and for those God has called you to love and serve with whatever treasure has been entrusted to you.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
High Five Financial, LLC | Elgin, IL | Mar 2016 - Current | 8 |
Chase Bank, Na | South Palatine, IL | Apr 2003 - Mar 2016 | 12 |
J.p. Morgan Securities LLC | South Palatine, IL | Oct 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2002 |
S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- IL
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Total Assets Under Management33MILLIONS
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Total Number of Accounts207ACCOUNTS
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Average Account Value$159,913
- 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
- Educational seminars/workshops
IL
Mr. Cuevas is an investment advisor representative and offers investment advisory services through High Five Financial, LLC, a registered investment advisor offering services in the State of Illinois and other jurisdictions where registered or exempted. Main Office 651 S Sutton Rd. Suite 315 Streamwood, IL 60107. Tel 847-628-9777.
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