Jesus Armando Longoria
Investment adviser representative at Amicus Financial Advisors, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$550.9MFirm assets
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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
Experience
21 years in the industry.
- Iconic Design Studio, LLCJan 2022 to now
- Amicus Financial Advisors, LLCMar 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
Amicus Financial Advisors, LLC
$550.9MAssets managed
748Clients
19Advisers
8 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
- 4406531
- Firm CRD
- 131315