Investment adviser representative · Dynamic
Jose G. Longoria Jr.
CRD 2624333 · McAllen, TX
At a glance
Jose G. Longoria Jr. is an investment adviser representative with Dynamic in McAllen, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jose’s SEC record dates to 2006, about 20 years ago.
Current advisory firm
- DynamicSince March 2018McAllen, TX · $5.6B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jose’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
- 2 firmsLocked
- 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.
More at Dynamic
- Desiree A. LongoriaMcAllen
- Michael A. AcevedoNewport Beach · Certified Financial Planner
- Mark L. AndersonSalt Lake City · Chartered Financial Analyst
- Vincent J. AsaroShelby Township
- Brock B. BowdenSalt Lake City
- Brian C. BowenPhoenix
- Laura A. BradfordPalmdale
- Brian M. BucellPhoenix · Certified Financial Planner
Every advisor at Dynamic →Dynamic: assets, clients and custodians →Financial advisors in McAllen, TX →Advisor Moves: who changed firms this week →