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Omar Jesus Guevara

Advus Financial Partners, LLC

Fort Worth, TX

Winter Park, FL

CRD 7498314

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Employer firm

Advus Financial Partners, LLC CRD 311990

$3.97B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Advus Financial Partners, Llc

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

Fort Worth, TX • United States

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • 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
Verizon By Mm Mobile Fort Worth TX 01/2016 02/2018
Oportun Fort Worth TX 03/2018 04/2019
Bank Of America Fort Worth TX 04/2019 12/2021
Fidelity West Lake TX 01/2022 05/2024
Missionsquare Investment Services Washington DC 05/2024 08/2025
Missionsquare Retirement Washington DC 05/2024 08/2025
Advus Financial Partners, Llc Fort Worth TX 02/2026 Present
Unemployed Fort Worth TX 08/2025 02/2026
  • 01/2016 → 02/2018
    Verizon By Mm Mobile
    Fort Worth, TX
  • 03/2018 → 04/2019
    Oportun
    Fort Worth, TX
  • 04/2019 → 12/2021
    Bank Of America
    Fort Worth, TX
  • 01/2022 → 05/2024
    Fidelity
    West Lake, TX
  • 05/2024 → 08/2025
    Missionsquare Investment Services
    Washington, DC
  • 05/2024 → 08/2025
    Missionsquare Retirement
    Washington, DC
  • 02/2026 → Present
    Advus Financial Partners, Llc
    Fort Worth, TX
  • 08/2025 → 02/2026
    Unemployed
    Fort Worth, TX
Previous Registrations
  • 2024-09-10 → 2025-08-27
    Missionsquare Retirement
    Fort Worth, TX
    Washington, DC
  • 2022-11-17 → 2024-05-21
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
  • S66 Uniform Combined State Law Examination
    2022-11-01

View on SEC IAPD

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