Joseph Valentino Soto
Investment Adviser Representative at Kingsview Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Valentino Soto is an investment adviser representative with Kingsview Wealth Management, LLC in Alpharetta, GA, where they have been registered since 2018. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Suntrust Advisory Services, Inc. and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Jpmorgan Chase BANK NAJul 2008 – Jul 2017Metairie, LA
- J.p. Morgan Securities LLCOct 2012 – Jul 2017Kenner, LA
- Suntrust Investment Services, IncJul 2017 – Jul 2018Atlanta, GA
- Suntrust Private WealthJul 2017 – Jul 2018Alpharetta, GA
- Kingsview Partners LLCJul 2018 – no end date reportedGrants Pass, OR
- JP Morgan ChaseAug 2007 – Jul 2017Alpharetta, GA
- Kingsview Wealth Management LLCJul 2018 – no end date reportedAlpharetta, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingsview Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Wealth Management - First $250,0001.50%
- Wealth Management - Next $750,0001.00%
- Wealth Management - Over $1,000,0000.75%
- KIM CORE and Small Account - First $250,0000.25%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Investment Management, Business Planning, Insurance, Estate Planning, and Retirement Planning, including services such as CFP® professional guidance, goals analysis, budget and cashflow planning, equities, fixed income, ETFs, managed accounts, alternative investments, 401(k) and other retirement plans, life and disability insurance, long-term care insurance, trust administration, asset protection, and Social Security income planning.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 115
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Grants Pass, OR
- SEC file number:
- 801-79198
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 29, 2026
View full firm profileOther advisors at Kingsview Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Valentino Soto has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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