Jose Francisco Barbosa

Employer firm

Singer Wealth Management CRD 299603

$119M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2020
  Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers
  Seattle, WA
• 06/2021 → 03/2023
  Lpl Financial, Llc
  Bellevue, WA
• 06/2020 → 05/2021
  Self
  Bellevue, WA
• 02/2023 → Present
  Singer Wealth Management, Llc
  Seattle, WA

Previous Registrations

• 2021-09-08 → 2023-03-03
  Lpl Financial Llc
  Bellevue, WA
• 2004-10-25 → 2020-06-18
  Badgley Phelps Wealth Managers
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-22

Designations

• Chartered Financial Consultant

Other Names

• Jose Franciso Barbosa