Joseph John Cavazos
Investment adviser representative at Storen Financial
14 yearsExperience
1 stateRegistered in
$438.3MFirm assets
Under 1 yearFirm 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
Experience
14 years in the industry.
- Simplicity InvestmentsFeb 2026 to now
- Storen Legacy Partners, LLCJan 2026 to now
- Storen FinancialNov 2021 to now
- LPL Financial, LLCJan 2022 to Dec 2025
- Brass Tax Wealth Management, Inc. dba Storen FinancialNov 2021 to Dec 2025
- Charles Schwab & Co., Inc.Nov 2020 to Oct 2021
- UnemployedDec 2019 to Oct 2020
- StudentDec 2012 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Storen Financial
Legal name: Storen Legacy Partners, LLC
$438.3MAssets managed
876Clients
7Advisers
Under 1 yearIn 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
- 7228063
- Firm CRD
- 339197