Jimmy Cardentey
Investment adviser representative at Guerra Wealth Advisors
10 yearsExperience
1 stateRegistered in
$406.2MFirm assets
2 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
- Seminars and workshops
Experience
10 years in the industry.
- Guerra Wealth AdvisorsMar 2020 to now
- JP Morgan ChaseAug 2019 to Feb 2020
- Fifth Third BankAug 2016 to Jun 2017
- Texas RoadhouseFeb 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Guerra Wealth Advisors
Legal name: Guerra Advisors Inc.
$406.2MAssets managed
3,007Clients
17Advisers
2 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
- 7694537
- Firm CRD
- 282409