Jose Cuevas, financial advisor Hoffman Estates IL

Jose Cuevas

CRD Number: 4550864
Current 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.

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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
Contact Info for Jose Cuevas
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    207
    ACCOUNTS
  • Average Account Value
    $159,913
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Firm Disclaimer:

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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