Juan Leon Munoz
Investment adviser representative at The Wealth Consulting Group
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.3BFirm assets
Are you Juan Leon Munoz? Claim your profile
Contact this firm
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
14 years in the industry.
- The Wealth Consulting GroupJan 2026 to now
- Wcg Wealth Advisors, LLCJan 2026 to now
- Capital Asset Advisory ServiceJun 2019 to Jan 2026
- Raymond James Financial ServicesApr 2014 to Jun 2019
- Raymond James Financial Services Advisors Inc.Apr 2014 to Jun 2019
- The Noble GroupApr 2014 to Jun 2019
- Sagepoint FinancialJul 2012 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
The Wealth Consulting Group
Legal name: Wcg Wealth Advisors, LLC
$6.3BAssets managed
12,940Clients
127Advisers
12 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
- 5527117
- Firm CRD
- 173194