Jose Salcedo has been an investment adviser representative at Authentic Counsel since January 2025, and is not listed among the firm’s executive officers or direct owners.
Authentic Counsel, LLC is a Greenwood Village, CO firm with $173M under management, 271 clients and 6 advisers across 2 offices, as of its July 2026 filing.
Jose Salcedo’s longest registration was 11 years at Cambridge Investment Research Advisors, Inc. (2006–2017). Before joining Authentic Counsel in 2025, Jose Salcedo was registered through Cathedral Capital Wealth Management LLC and Biltmore Wealth Management, LLC.
- Wealthbuilders InvestmentsCurrent– present · 7 yearsGoleta, CA · Adviser representative · Firm CRD 173306
- Cathedral Capital Wealth Management LLC– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 300434
- Biltmore Wealth Management, LLC– · 1 yearSanta Barbara, CA · Adviser representative · Firm CRD 163652
- JS Strategic Advisors, LLC– · 4 yearsGoleta, CA · Adviser representative · Firm CRD 166127
- Cambridge Investment Research Advisors, Inc.– · 11 yearsSanta Barbara, CA · Adviser representative · Firm CRD 134139
- Centaurus Financial, Inc.– · under a yearSanta Barbara, CA · Adviser representative · Firm CRD 30833
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 25 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 1994 |
| Series 7 | General Securities Representative Examination | 19 April 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2413388
- Firm
- Authentic Counsel · CRD 173306
- Office
- Goleta, CA
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
Where does Jose Salcedo work?
Jose Salcedo is an investment adviser representative registered through Authentic Counsel, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jose Salcedo a financial advisor?
Yes. Jose Salcedo has a current investment-adviser registration, through Authentic Counsel since January 2025.
How many years of experience does Jose Salcedo have?
Jose Salcedo has 32 years in the financial industry, since June 1994, across 6 adviser firms.
What exams has Jose Salcedo passed?
Jose Salcedo has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in April 1994. FINRA credited Jose Salcedo with the SIE, which began in October 2018.
Where did Jose Salcedo work before Authentic Counsel?
Before Authentic Counsel, Jose Salcedo was registered through Cathedral Capital Wealth Management LLC, March 2019 to August 2019; Biltmore Wealth Management, LLC, October 2017 to September 2019; JS Strategic Advisors, LLC, June 2013 to December 2017; Cambridge Investment Research Advisors, Inc., August 2006 to October 2017; Centaurus Financial, Inc., January 2006 to August 2006.
Where is Jose Salcedo based?
Jose Salcedo’s registered office is in Goleta, CA.
Is Jose Salcedo registered with FINRA?
No. Jose Salcedo has no current broker registration.
How can I verify Jose Salcedo’s record?
Search CRD 2413388 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jose Salcedo’s full registration record.
