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Jacobo Andres Leon giraldez is a registered investment advisor representative with International Assets Investment Management, LLC in Orlando, Florida. Jacobo has been registered with the SEC since January 2025. Jacobo holds the Series 65 license. The firm provides financial planning services to individuals, corporations, and high net worth individuals. Jacobo's areas of specialization include portfolio management, retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
01/29/2025 - Present
International Assets Investment Management, LLC (ORLANDO FL)
Active
Inactive
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