Jos� Alfredo V�lez homs
Investment adviser representative at Johnson Bixby
12 yearsExperience
1 stateRegistered in
$933.7MFirm 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
Experience
12 years in the industry.
- Priviate Client ServicesAug 2022 to now
- Johnson BixbyMay 2022 to now
- Blue Water WealthDec 2021 to Apr 2022
- Amazon Whole FoodsJun 2019 to Aug 2019
- University of PortlandAug 2018 to May 2022
- Lakeridge High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
Johnson Bixby
Legal name: Johnson Bixby & Associates, LLC
$933.7MAssets managed
777Clients
13Advisers
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
- 7544442
- Firm CRD
- 310839