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RIA / WealthAdvisorCertified Financial Planner24 years in industry

JOSE ANTONIO CUEVAS

Advisor at WISDOM INVESTMENTS

HOFFMAN ESTATES, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 26, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WISDOM INVESTMENTS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 27, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 27, 2002
First registration: Jan 26, 2006
Dual registered: no
Other names: JOSE A. CUEVAS|JOSE A. CUEVAS
IAPD individual key: 4550864

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WISDOM INVESTMENTS	State registered	Jan 4, 2017	n/a	yes	HOFFMAN ESTATES, IL	Current employment
HIGH FIVE FINANCIAL	n/a	Apr 18, 2016	Dec 21, 2016	no	ELGIN, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Dec 31, 2013	no	ARLINGTON HTS, IL\|PALATINE, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 26, 2006	Oct 1, 2012	no	OAK PARK, IL\|ARLINGTON HEIGHTS, IL\|CHICAGO, IL\|ELK GROVE VILLAGE, IL\|RIVERVIEW, MI\|NILES, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGH FIVE FINANCIAL	WISDOM INVESTMENTS	Dec 21, 2016	Jan 4, 2017	14	Firm change	Other
J.P. MORGAN SECURITIES LLC	HIGH FIVE FINANCIAL	Dec 31, 2013	Apr 18, 2016	839	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WISDOM INVESTMENTSRegistered adviserregistration: current employment
Jan 4, 2017 to presentfactForm ADV
→ HIGH FIVE FINANCIALRegistered adviserregistration: previous registration
Apr 18, 2016 to Dec 21, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Dec 31, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 26, 2006 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.