JN
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
486 clients
Average Client Portfolio
$742K average
Assets Under Management
$360.6M
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Advisor Information
Office location
270 Munoz Rivera Ave Suite Mezzanine, 270 Plaza, San Juan, PR, 00918
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oriental Financial Services LLC Broker
May 2025 - Present · 8 mos
Oriental Financial Services LLC
May 2025 - Present · 8 mos
Previous Registrations
Popular Securities, LLC
February 2021 - April 2025 · 4 yrs 2 mos
Popular Securities, LLC Broker
August 2013 - April 2025 · 11 yrs 8 mos
State Registrations1 state
PR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.