Juan carlos Tiongson Galvez
Investment adviser representative at Encompass More Asset Management LLC
30 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 yearsFirm in business
Are you Juan carlos Tiongson Galvez? 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Encompass More Asset Management, LLCAug 2026 to now
- Finance Blooms Insurance AgencyJan 2026 to now
- HealthyfiJan 2026 to now
- LegacyfiJan 2026 to now
- AgencyfiOct 2025 to now
- Encompass More Investments, LLCJan 2025 to now
- Inverness Insurance Services, LLCJan 2025 to now
- Jg International Freight Corp., Inc.Jan 2025 to now
- Lspn Pro, LLCJan 2025 to now
- Vantage Financial AllianceJan 2025 to Oct 2025
- I Pros Insurance ProfessionalsAug 2023 to Dec 2024
- Agl CaregiversJun 2015 to Mar 2021
- Zein Insurance Services, IncFeb 2015 to Dec 2024
- Transamerica Financial Advisors, IncMay 2014 to Dec 2024
- WfgiaOct 2013 to Dec 2024
- Transformation Financial Inc.Jan 1996 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
4 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
- 6341550
- Firm CRD
- 322382