J2x Legacy Advisors LLC

J2x Legacy Advisors LLC (CRD# 285493) is a financial advisory firm headquartered in Spring Valley, CA. They serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9740 Campo Rd Pmb 4, Spring Valley, CA 91977
https://www.j2xwealth.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, HI, OR, TX

Financial Advisors at J2x Legacy Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carie Phelps Estrada, financial advisor Spring Valley CA
Carie M. Phelps Estrada
CRD#: 4230068
Spring Valley, CA

Carie Phelps Estrada (CRD# 4230068) is an Investment Advisor Representative working at J2x Legacy Advisors LLC in Spring Valley, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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