Jose Miguel Valdez
Investment adviser representative at Power Financial Partners, LLC
13 yearsExperience
1 stateRegistered in
$329.1MFirm assets
3 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
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Power Financial Partners, LLCApr 2019 to now
- Essentials Massage and Facials of CarrollwoodDec 2020 to Oct 2021
- Diagnostic Clinic Medical GroupOct 2019 to Dec 2019
- Northwestern Mutual Wealth Management CompanyApr 2019 to Feb 2023
- Northwestern Mutual Life Insurance CompanyJan 2019 to Apr 2019
- Northwestern Mutual Investment Services LLCOct 2018 to Feb 2023
- T Rowe PriceOct 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Power Financial Partners, LLC
$329.1MAssets managed
250Clients
4Advisers
3 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
- 6267060
- Firm CRD
- 324253