Jose Aramis Arevalo
Investment adviser representative at Commonwealth Financial Network
11 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Jose Aramis Arevalo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
11 years in the industry.
- Commonwealth Financial NetworkNov 2025 to now
- Spring Ridge Financial Group, LLCJun 2025 to now
- Data Prep U LLCFeb 2022 to Apr 2025
- Teaching Strategies LLCMar 2021 to Jan 2022
- Kpmg LLPApr 2017 to Mar 2021
- Deloitte LLPJan 2017 to Mar 2017
- Pinnacle Advisory Group, Inc.Nov 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 8119312
- Firm CRD
- 8032