Jeffrey Paul Dominguez
Investment adviser representative at Dominguez Wealth Management Solutions, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.1MFirm 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
- Pension consulting
Experience
12 years in the industry.
- Dominguez Wealth Management Solutions, Inc.Oct 2014 to now
- Purshe Kaplan Sterling InvestmentsOct 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Dominguez Wealth Management Solutions, Inc.
$213.1MAssets managed
192Clients
2Advisers
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
- 5483499
- Firm CRD
- 173083