José Vélez Homs has been an investment adviser representative at Johnson Bixby & Associates since October 2024, and is not listed among the firm’s executive officers or direct owners.
Johnson Bixby & Associates, LLC is a Vancouver, WA firm with $934M under management, 777 clients and 6 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
José Vélez Homs is registered as an investment adviser representative in Washington, since October 2024.
- WashingtonSince 13 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 September 2024 |
| Series 7TO | General Securities Representative Examination | 23 June 2024 |
| SIE | Securities Industry Essentials Examination | 31 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- José Alfredo Vélez Homs
- CRD
- 7544442
- Firm
- Johnson Bixby & Associates · CRD 310839
- Office
- 275 WEST THIRD STREET, SUITE 600, Vancouver, WA 98660
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does José Vélez Homs work?
José Vélez Homs is an investment adviser representative registered through Johnson Bixby & Associates, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is José Vélez Homs a financial advisor?
Yes. José Vélez Homs has a current investment-adviser registration in Washington, through Johnson Bixby & Associates since October 2024.
How many years of experience does José Vélez Homs have?
José Vélez Homs has 2 years in the financial industry, since June 2024, across 1 adviser firm.
What exams has José Vélez Homs passed?
José Vélez Homs has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where is José Vélez Homs based?
José Vélez Homs’ registered office is in Vancouver, WA.
Is José Vélez Homs registered with FINRA?
Yes. José Vélez Homs has a current broker registration, under CRD 7544442.
Source: FINRA BrokerCheck
How can I verify José Vélez Homs’ record?
Search CRD 7544442 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish José Vélez Homs’ full registration record.
