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Joseph Valentino Soto

Kingsview Wealth Management, LLC

Grants Pass, OR

Alpharetta, GA

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Current Employers
Kingsview Wealth Management, Llc

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-08-03
  • GA RA
    APPROVED
    Since 2018-08-03

Branch Locations

509 Se 7Th Street 2Nd Floor, Grants Pass, OR 97526 • United States

11175 Cicero Dr, Suite 100, Alpharetta, GA 30022 • 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
Jpmorgan Chase Bank Na Metairie LA 07/2008 07/2017
J.P. Morgan Securities Llc Kenner LA 10/2012 07/2017
Suntrust Investment Services, Inc Atlanta GA 07/2017 07/2018
Suntrust Private Wealth Alpharetta GA 07/2017 07/2018
Kingsview Partners Llc Grants Pass OR 07/2018 Present
Jp Morgan Chase Alpharetta GA 08/2007 07/2017
Kingsview Wealth Management Llc Alpharetta GA 07/2018 Present
  • 07/2008 → 07/2017
    Jpmorgan Chase Bank Na
    Metairie, LA
  • 10/2012 → 07/2017
    J.P. Morgan Securities Llc
    Kenner, LA
  • 07/2017 → 07/2018
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 07/2017 → 07/2018
    Suntrust Private Wealth
    Alpharetta, GA
  • 07/2018 → Present
    Kingsview Partners Llc
    Grants Pass, OR
  • 08/2007 → 07/2017
    Jp Morgan Chase
    Alpharetta, GA
  • 07/2018 → Present
    Kingsview Wealth Management Llc
    Alpharetta, GA
Previous Registrations
  • 2017-07-12 → 2018-07-27
    Truist Advisory Services, Inc.
    Alpharetta, GA
    Alpharetta, GA
  • 2012-10-01 → 2017-07-21
    J.P. Morgan Securities Llc
    Metairie, LA
    Kenner, LA
    Alpharetta, GA
    Johns Creek, GA
    Alpharetta, GA
    Johns Creek, GA
    Alpharetta, GA
  • 2011-06-15 → 2012-10-01
    Chase Investment Services Corp.
    Metairie, LA
    Metairie, LA
    Kenner, LA
    Metairie, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-01
  • S66 Uniform Combined State Law Examination
    2011-07-01
Other Names
  • Joseph Valentino Soto
  • Joseph V Soto

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
WELCH INVESTMENT GROUP, LLC
PURPOSE FIRST FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Other Investors

BENJAMIN SCOTT STOUT
Matthew John Stolen
DOUGLAS CELLINI
David Duff
ZACHARY P FARMER
Brent Thomas Bordenkircher
Joshua David Farley
JONATHAN IAN MILLMAN

Other Offices

LPL FINANCIAL LLC · GRANTS PASS, OR
LPL FINANCIAL LLC · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELLS FARGO CLEARING SERVICES, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Grants Pass, OR
WELCH INVESTMENT GROUP, LLC · GRANTS PASS, OR
EDWARD JONES · GRANTS PASS, OR

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