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Jose Jonathan Cuevas

Raymond James & Associates, Inc.

Menifee, CA

San Diego, CA

CRD 7060602

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-13
  • CA RA
    APPROVED
    Since 2026-01-13

Branch Locations

Menifee, CA • United States

13500 Evening Creek Dr N, Suite 100, San Diego, CA 92128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank Na San Ysidro CA 08/2014 05/2021
Wells Fargo Clearing Services Llc San Ysidro CA 01/2019 05/2021
Td Ameritrade San Diego CA 05/2021 09/2023
Charles Schwab & Co., Inc. El Cajon CA 09/2023 03/2024
Raymond James & Associates, Inc. San Diego CA 03/2024 Present
  • 08/2014 → 05/2021
    Wells Fargo Bank Na
    San Ysidro, CA
  • 01/2019 → 05/2021
    Wells Fargo Clearing Services Llc
    San Ysidro, CA
  • 05/2021 → 09/2023
    Td Ameritrade
    San Diego, CA
  • 09/2023 → 03/2024
    Charles Schwab & Co., Inc.
    El Cajon, CA
  • 03/2024 → Present
    Raymond James & Associates, Inc.
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
S63 Uniform Securities Agent State Law Examination 2019-03-19
  • S66 Uniform Combined State Law Examination
    2026-01-12
  • S63 Uniform Securities Agent State Law Examination
    2019-03-19

View on SEC IAPD

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