Joseph Valentino Soto
Investment adviser representative at Kingsview Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
$9BFirm assets
12 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
Experience
19 years in the industry.
- Kingsview Wealth Management, LLCJul 2018 to now
- Kingsview Partners LLCJul 2018 to now
- Suntrust Investment Services, IncJul 2017 to Jul 2018
- Suntrust Private WealthJul 2017 to Jul 2018
- J.P. Morgan Securities LLCOct 2012 to Jul 2017
- JPMorgan Chase Bank NAJul 2008 to Jul 2017
- JP Morgan ChaseAug 2007 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Kingsview Wealth Management, LLC
$9BAssets managed
12,309Clients
115Advisers
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
- 5571573
- Firm CRD
- 148107