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Isai Juarez

Journey Equity Wealth Management LLC

Downey, CA

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Current Employers
Journey Equity Wealth Management Llc

8141 2Nd Street Suite 545, Downey, CA 90241 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-20
TX RA APPROVED 2025-05-19
  • CA RA
    APPROVED
    Since 2025-05-20
  • TX RA
    APPROVED
    Since 2025-05-19

Branch Locations

8141 2Nd Street Suite 545, Downey, CA 90241 • 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
J. Morgan Securities Llc Phoenix AZ 10/2014 12/2018
J.P. Morgan Chase Bank Phoenix AZ 10/2014 12/2018
Self Dba Premire Hookah Supplies Avondale AZ 04/2018 12/2018
Centaurus Financial, Inc. Anheim CA 02/2019 05/2025
Nest Egg Etfs, Llc Dba Nestyield Etfs Downey CA 10/2024 05/2025
Journey Equity Wealth Management, Llc Downey CA 05/2025 Present
  • 10/2014 → 12/2018
    J. Morgan Securities Llc
    Phoenix, AZ
  • 10/2014 → 12/2018
    J.P. Morgan Chase Bank
    Phoenix, AZ
  • 04/2018 → 12/2018
    Self Dba Premire Hookah Supplies
    Avondale, AZ
  • 02/2019 → 05/2025
    Centaurus Financial, Inc.
    Anheim, CA
  • 10/2024 → 05/2025
    Nest Egg Etfs, Llc Dba Nestyield Etfs
    Downey, CA
  • 05/2025 → Present
    Journey Equity Wealth Management, Llc
    Downey, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-30
S63 Uniform Securities Agent State Law Examination 2014-12-04
  • S65 Uniform Investment Adviser Law Examination
    2019-05-30
  • S63 Uniform Securities Agent State Law Examination
    2014-12-04

View on SEC IAPD

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Other Investors

CONSTANTIN DRAGOMIR BRANCOV
Andreas Ispas
JESSIE M VARGAS GUTIERREZ
Ana Maritza Fuentes
MALCOLM GLENN ROANE
CESAR MACEDO
JOHN MENESES TAN
Rene Steven Moran

Other Offices

PLANMEMBER SECURITIES CORPORATION · DOWNEY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DOWNEY, CA
OSAIC INSTITUTIONS, INC. · Downey, CA
LPL FINANCIAL LLC · DOWNEY, CA
NESTYIELD ETFS · DOWNEY, CA
LPL FINANCIAL LLC · DOWNEY, CA
CENTAURUS FINANCIAL, INC. · DOWNEY, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DOWNEY, CA

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