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Josue Luque De Julio

Next Gen Financial Planning

San Diego, CA

CRD 7599593

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Employer firm

Next Gen Financial Planning CRD 337683

$43.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Next Gen Financial Planning

1455 Frazee Rd Suite 543, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27

Branch Locations

1455 Frazee Rd Suite 543, San Diego, CA 92108 • 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
Mexpressions San Diego CA 08/2011 08/2019
Next Gen Financial Planning San Diego CA 04/2020 Present
N/A San Diego CA 09/2019 03/2020
  • 08/2011 → 08/2019
    Mexpressions
    San Diego, CA
  • 04/2020 → Present
    Next Gen Financial Planning
    San Diego, CA
  • 09/2019 → 03/2020
    N/A
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-06-24
Designations
  • Certified Financial Planner
Other Names
  • Josue Luque

View on SEC IAPD

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