Jose Maria Valenzuela

Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

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:

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

Current Employers

Employment History

• 07/2014 → 10/2017
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 10/2017 → 03/2026
  Cpr Investment Inc
  Davie, FL
• 01/2016 → 10/2022
  Professional Mortgage Alliance
  Clearwater, FL
• 01/2012 → 12/2020
  123College
  Davie, FL
• 01/2021 → 01/2026
  My Financial Practice
  Salem, OR
• 10/2022 → 01/2025
  Champion Mortgage
  Seminole, FL
• 03/2026 → Present
  Impact Partnership Wealth, Llc
  Marietta, GA
• 01/2000 → Present
  J.A.D. Inc. Dba Valenzuela Financial Management Group
  Davie, FL

Previous Registrations

• 2017-10-20 → 2026-03-10
  Cpr Investments Inc
  Davie, FL
  Davie, FL
  Rochester, MI
  Rochester, MI
• 2014-08-04 → 2017-10-16
  Mid Atlantic Financial Management, Inc.
  Davie, FL
  Pittsburgh, PA
  Davie, FL
  Davie, FL
• 2010-07-09 → 2014-07-28
  Hbw Advisory Services Llc
  Davie, FL
  Davie, FL
  Simi Valley, CA
  North Lauderdale, FL

Other Businesses

1) The Impact Partnership; Investment Related; 13837 SW 43rd Street Davie, FL 33330; Indexed Annuity Services; Agent/Advisor; 11/2023; Approx. 120hrs/Mo; Approx. 100hrs/Mo during Securities Trading Hours; Provide Sales of Indexed Annuities; 2) Estate Planning Document Services; Not Investment Related; 13837 SW 43rd Street Davie, FL 33330; Living Trust Services via Estate Guru; Representative/Agent; 1/1/2021; Approx. 2hrs/Mo; Approx. 2hrs/Mo during Securities Trading Hours; Provide application for client to set up Living Trusts. 3) Cary A. Levinson & Assoc. Inc.; Not Investment Related; 13837 SW 43rd Street Davie, FL 33330; IMO; Agent; 1/1/2015; Approx. 2hrs/Mo; Approx. 2hrs/Mo during Securities Trading Hours; Sell Term Life Policies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-10
• S63 Uniform Securities Agent State Law Examination
  2010-03-09

Other Names

• Joe Valenzuela
• Jose Maria Valenzuela