Josã© Alfredo Vã©Lez Homs
Advisor at Johnson Bixby — Vancouver, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
2 years
Location
Vancouver, WA 98660
Johnson Bixby
Team
Total advisors
13Clients per advisor
60 TypicalAvg AUM per client
$1,201,114 TypicalHNW client ratio
39% HighJose Velez Homs is a financial advisor at Johnson Bixby with a Series 66 designation and one year of industry experience. His work history includes roles at Johnson Bixby, Private Client Services, Blue Water Wealth, Amazon Whole Foods, and positions in education at the University of Portland and Lakeridge High School. Johnson Bixby serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, offering discretionary asset management along with financial planning and consulting. The firm’s investment process includes various asset allocation strategies, fixed-income management, and ongoing portfolio monitoring and rebalancing.
Flat fees for financial planning and consulting up to $10,000.
Representatives may receive commissions for securities sales through Private Client Services, LLC; normal and customary commissions apply.
Hourly fees for financial planning and consulting up to $500.
Recurring fees for financial planning and consulting up to $20,000 annually.
Fee-only: Financial planning and consulting fees charged on an hourly, flat, or recurring fee basis; hourly fees up to $500, flat fees up to $10,000, recurring fees up to $20,000 annually.
Vancouver, WA
275 West Third Street, Suite 600
Vancouver WA 98660
Advisors at this office
13
Washington
2 years of industry experience
Johnson Bixby
2024 - Present • 2 years
Vancouver, WA
Priviate Client Services
2022 - Present • 4 years
Vancouver, WA
Johnson Bixby
2022 - 2024 • 2 years
Vancouver, WA
Blue Water Wealth
2021 - 2022 • 1 year
Portland, OR
Amazon Whole Foods
2019 - 2019 • 1 year
Tigard, OR
University Of Portland
2018 - 2022 • 4 years
Portland, OR
Lakeridge High School
2014 - 2018 • 4 years
Lake Oswego, OR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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