John David Alvarez
Investment adviser representative at Ima Advisory Services, Inc.
18 yearsExperience
3 statesRegistered in
$3.9BFirm 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Ima Advisory Services, Inc.Aug 2023 to now
- Ima Wealth, Inc.Aug 2023 to now
- Familywealth Asset ManagementMay 2019 to Aug 2023
- Familywealth Advisers, LLCApr 2019 to Aug 2023
- US Daily Journal, LLCMar 2008 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CO, KS, TX).
Ima Advisory Services, Inc.
$3.9BAssets managed
579Clients
44Advisers
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
- 7097317
- Firm CRD
- 112091