Jose Soria
Investment adviser representative at West Wealth Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$616.7MFirm assets
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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
10 years in the industry.
- West Wealth Group, LLCJul 2025 to now
- Hightower Advisors, LLCMar 2023 to Jun 2025
- Pacific LifeApr 2021 to Mar 2023
- Americor FundingFeb 2020 to Apr 2021
- California Pizza KitchenAug 2016 to Mar 2020
- California State University Dominguez HillsAug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
West Wealth Group, LLC
$616.7MAssets managed
2,746Clients
20Advisers
5 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
- 7360445
- Firm CRD
- 316644