JB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
20 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$10.1B
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Advisor Information
Office location
53 Palmeras St, Suite 601, San Juan, PR, 00901
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
Catalyst Capital Advisors LLC
September 2023 - Present · 2 yrs 4 mos
Alt Fund Distributors LLCBroker
June 2023 - Present · 2 yrs 7 mos
Alt Fund Distributors LLC
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2019 - April 2021 · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
July 2019 - April 2021 · 1 yr 9 mos
Alt Fund Distributors LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
Prudential Investment Management Services LLCBroker
March 2015 - July 2017 · 2 yrs 4 mos
Hennion & Walsh Asset Management, INC.
September 2014 - February 2015 · 5 mos
Hennion & Walsh, INC.Broker
September 2011 - February 2015 · 3 yrs 5 mos
State Registrations2 states
MDNY
AdvisorBroker
Exams
No exam information available for this advisor.