Jose Barbosa has been an investment adviser representative at Singer Wealth Management since March 2023, and is not listed among the firm’s executive officers or direct owners.
Singer Wealth Management, LLC is a firm with $119M under management, 135 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Jose Barbosa’s longest registration was 15 years at Badgley Phelps Wealth Managers (2004–2020). Before joining Singer Wealth Management in 2023, Jose Barbosa was registered through LPL Financial LLC and Badgley Phelps Wealth Managers.
- Singer Wealth ManagementCurrent– present · 3 yearsSeattle, WA · Adviser representative · Firm CRD 299603
- LPL Financial LLC– · 1 yearBellevue, WA · Adviser representative · Firm CRD 6413
- Badgley Phelps Wealth Managers– · 15 yearsSeattle, WA · Adviser representative · Firm CRD 108392
Investment adviser representative registrations
Jose Barbosa is registered as an investment adviser representative in Washington, since March 2023.
- WashingtonSince 8 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 17 July 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jose Francisco Barbosa
- CRD
- 4851839
- Firm
- Singer Wealth Management · CRD 299603
- Office
- Seattle, WA
- Registration
- Investment adviser registration
- In the industry since
- January 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Jose Barbosa work?
Jose Barbosa is an investment adviser representative registered through Singer Wealth Management, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jose Barbosa a financial advisor?
Yes. Jose Barbosa has a current investment-adviser registration in Washington, through Singer Wealth Management since March 2023.
How many years of experience does Jose Barbosa have?
Jose Barbosa has 20 years in the financial industry, since January 2006, across 3 adviser firms.
What exams has Jose Barbosa passed?
Jose Barbosa has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in October 2004.
Where did Jose Barbosa work before Singer Wealth Management?
Before Singer Wealth Management, Jose Barbosa was registered through LPL Financial LLC, September 2021 to March 2023; Badgley Phelps Wealth Managers, October 2004 to June 2020.
Where is Jose Barbosa based?
Jose Barbosa’s registered office is in Seattle, WA.
Is Jose Barbosa registered with FINRA?
No. Jose Barbosa has no current broker registration.
How can I verify Jose Barbosa’s record?
Search CRD 4851839 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Barbosa’s full registration record.
