Julia Marie Valenzuela
Investment adviser representative at Impact Partnership Wealth, LLC
14 yearsExperience
1 stateRegistered in
$3BFirm assets
5 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
14 years in the industry.
- Impact Partnership Wealth, LLCMar 2026 to now
- J.A.D. Inc. dba Valenzuela Financial Management GroupFeb 2026 to now
- Cpr Investments Inc.Jul 2023 to Mar 2026
- Cpr Financial Group LLCJun 2023 to Mar 2026
- Bank of AmericaAug 2021 to Jun 2023
- Merrill Lynch, Pierce, Fenner & SmithAug 2021 to Jun 2023
- UnemployoedNov 2020 to Jul 2021
- Full-time StudentAug 2012 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Impact Partnership Wealth, LLC
$3BAssets managed
8,017Clients
91Advisers
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
- 7422329
- Firm CRD
- 313928