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Josue Javier Castillo

Investment adviser representative at Focus Financial
31 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Focus FinancialDec 2013 to now
  2. Focus Financial Network, Inc.Apr 1995 to now
  3. Osaic Wealth, Inc.Apr 1995 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (MN).

Focus Financial

Legal name: Focus Financial Network, Inc.

$6.8BAssets managed
13,684Clients
121Advisers
16 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2224282
Firm CRD
116140
Advisor's SEC record (opens in a new tab)
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