Jose Mari Gueco

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2004 → Present
  Shelgren Financial Group
  Tacoma, WA
• 01/2009 → Present
  Lincoln Investment Planning
  University Place, WA

Other Businesses

DBA: JOSE M GUECO POSITION: Owner NATURE: Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2008 ADDRESS: 3900 E Valley Road, Suite 202, Renton WA 98057, United States DESCRIPTION: Sale of life insurance, long-term careand fixed annuities to clients and prospects. As of January 1, 2016, all of Fixed Annuity, Long Term Care, and Term Insurance business will be place through Lincoln. Continuing to service and receive residuals on previous insurance business. ST. PHILOMENA SCHOOL POSITION: Endowment Committee Member NATURE: Education INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 1815 S 220th St, Des Moines WA 98198, United States DESCRIPTION: Review school budget, endowment fund and school fundraisers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-27
• S63 Uniform Securities Agent State Law Examination
  2007-03-20