Jose D Guerra is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-09-16 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2021-06-21 | 2025-08-21 | — |