Jesus Longoria is a CFP-designated registered investment advisor at Amicus Financial Advisors, LLC, based in McAllen, TX, with 22 years of industry experience. Jesus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
McAllen, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jesús is a partner and project manager at Iconic Design Studio, LLC, managing interior design, remodeling, and new build projects. This non-investment related activity takes about half of Jesús's time, some of which occurs during trading hours.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
Previous Registrations
Chase Investment Services CORP.
Nova Advisor Group, LLC
Securian Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.