Investment adviser representative · Diversified Financial Advisors, LLC
James Villanueva
CRD 4035409 · Town And Country, MO
At a glance
James Villanueva is an investment adviser representative with Diversified Financial Advisors, LLC in Town And Country, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2017, about 9 years ago.
Current advisory firm
- Diversified Financial Advisors, LLCSince April 2017Town And Country, MO · $586M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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