JV

Jeffry Benjamin Vargas

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
55 clients
Average Client Portfolio
$236K average
Assets Under Management
$13.0M

Fee Structure

I am an Investment Adviser Representative of Boston Investment Management L.L.C. Please refer to the firm's brochure for fee information.

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Advisor Information

Office location

Coral Gables, FL

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Regulatory History (2)
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Regulatory
January 2017
Final
Employment Separation After Allegations
December 2015
Other Business Activities

Jeffry owns Universe Soccer LLC, an online retail shop for soccer gear, since 2015. He dedicates minimal time to this non-investment related activity, primarily on weekends.

Employment History
Current Registrations
Boston Investment Management L.L.C.
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Stonecrest Advisors, INC.
July 2017 - January 2019 · 1 yr 6 mos
Stonecrest Capital Markets, INC.Broker
May 2017 - January 2019 · 1 yr 8 mos
Loyola Asset Management LLC
July 2016 - January 2017 · 6 mos
Western International Securities, INC. Broker
April 2016 - January 2017 · 9 mos
Mutual Securities, INC.Broker
February 2016 - February 2016 · 0 mos
Wells Fargo Advisors, LLC
December 2010 - December 2015 · 5 yrs
Wells Fargo Advisors, LLC Broker
December 2010 - December 2015 · 5 yrs
Signator Investors, INC.Broker
June 2008 - January 2010 · 1 yr 7 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.