José Alfredo Vélez Homs

Employer firm

Johnson Bixby CRD 310839

$934M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 12/2021 → 04/2022
  Blue Water Wealth
  Portland, OR
• 05/2022 → 09/2024
  Johnson Bixby
  Vancouver, WA
• 06/2019 → 08/2019
  Amazon Whole Foods
  Tigard, OR
• 08/2018 → 05/2022
  University Of Portland
  Portland, OR
• 08/2014 → 05/2018
  Lakeridge High School
  Lake Oswego, OR
• 08/2022 → Present
  Priviate Client Services
  Vancouver, WA
• 09/2024 → Present
  Johnson Bixby
  Vancouver, WA

Other Businesses

Johnson Bixby & Associates. 275 W 3rd St, Suite 600, Vancouver, WA 98660. RIA. 160 hrs/mo; 100 during trading hrs.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-21

Other Names

• Jose Alfredo Velez Homs
• Jose Alfredo Velez
• Jose Alfredo Velezhoms
• Jose Velez
• Jose Velez Homs
• Jose Alfredo Velezhoms
• Jose Alfredo Vélez Homs