Joseph D Guerra
Investment adviser representative at Focus Partners Wealth, LLC
13 yearsExperience
2 statesRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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
13 years in the industry.
- Focus Partners Wealth, LLCMay 2025 to now
- Adero PartnersMar 2025 to May 2025
- UnemployedAug 2024 to Mar 2025
- Raymond James & AssociatesJul 2023 to Aug 2024
- Irg CompaniesJul 2021 to Jul 2023
- Texas State TubesMay 2020 to Jul 2022
- Texas State UniversityAug 2018 to Dec 2022
- UnemployedJan 2012 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7771679
- Firm CRD
- 159289