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José Alfredo Vélez Homs

Johnson Bixby

Vancouver, WA

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Current Employers
Johnson Bixby

275 West Third Street Suite 600, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-10-13
  • WA RA
    APPROVED
    Since 2024-10-13

Branch Locations

275 West Third Street Suite 600, Vancouver, WA 98660 • 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
Blue Water Wealth Portland OR 12/2021 04/2022
Johnson Bixby Vancouver WA 05/2022 09/2024
Amazon Whole Foods Tigard OR 06/2019 08/2019
University Of Portland Portland OR 08/2018 05/2022
Lakeridge High School Lake Oswego OR 08/2014 05/2018
Priviate Client Services Vancouver WA 08/2022 Present
Johnson Bixby Vancouver WA 09/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-21
  • 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

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

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