Iris Jazmin Serrano-faria
Investment adviser representative at Hbks Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.7BFirm 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
Experience
11 years in the industry.
- Hbk Sorce Insurance LLCMay 2025 to now
- Hbks Wealth AdvisorsNov 2023 to now
- JP Morgan Chase BankAug 2023 to Nov 2023
- Morgan StanleyJun 2023 to Aug 2023
- Florida Gulf Coast UniversityAug 2019 to Dec 2023
- Old NavyJan 2019 to Aug 2019
- Largo High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Hbks Wealth Advisors
Legal name: Hbk Sorce Advisory LLC
$7.7BAssets managed
7,824Clients
65Advisers
25 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
- 7712331
- Firm CRD
- 112139