Omar Jesus Guevara
Investment adviser representative at Advus Financial Partners, LLC
10 yearsExperience
1 stateRegistered in
$4BFirm 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
Experience
10 years in the industry.
- Advus Financial Partners, LLCFeb 2026 to now
- UnemployedAug 2025 to Feb 2026
- Missionsquare Investment ServicesMay 2024 to Aug 2025
- Missionsquare RetirementMay 2024 to Aug 2025
- FidelityJan 2022 to May 2024
- Bank of AmericaApr 2019 to Dec 2021
- OportunMar 2018 to Apr 2019
- Verizon By Mm MobileJan 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advus Financial Partners, LLC
$4BAssets managed
528Clients
11Advisers
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
- 7498314
- Firm CRD
- 311990