Jose Maria Valenzuela
Investment adviser representative at Impact Partnership Wealth, LLC
26 yearsExperience
1 stateRegistered in
$3BFirm assets
5 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 fee
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
26 years in the industry.
- Impact Partnership Wealth, LLCMar 2026 to now
- J.A.D. Inc. dba Valenzuela Financial Management GroupJan 2000 to now
- Champion MortgageOct 2022 to Jan 2025
- My Financial PracticeJan 2021 to Jan 2026
- Cpr Investment IncOct 2017 to Mar 2026
- Professional Mortgage AllianceJan 2016 to Oct 2022
- Mid Atlantic Financial Management, Inc.Jul 2014 to Oct 2017
- 123collegeJan 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
5 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
- 2425543
- Firm CRD
- 313928