Invested Better
Unclaimed

Unclaimed

Unclaimed

Jesus Alberto Pinedo

Savvy

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jesus? Claim Your Profile

About Jesus Alberto Pinedo

Jesus Alberto Pinedo is a financial advisor with Savvy. Jesus Alberto Pinedo has been in the industry since 2009 and has an active registration in Florida and Texas. Jesus Alberto Pinedo specializes in portfolio management for individuals, financial planning, and educational seminars. Jesus Alberto Pinedo has worked at MarketWise Private Asset Management LLC and GEOS Exploration Consulting LLC in the past. Jesus Alberto Pinedo is also a co-owner of Render Business Solutions LLC, a non-investment related business consulting and translation services firm.

Firm Information

Jesus Pinedo is currently registered with Savvy. Savvy Wealth, headquartered in New York, NY, provides financial planning, portfolio management for individuals, and educational seminars. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, and manages over $1.29 billion in assets.
Savvy

900 BROADWAY

NEW YORK, NY 10003

$1.30B

Assets Under Management

66

Total Clients

29

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jesus Pinedo’s Registration & Firm History

NY

05/13/2024 - Present

Savvy (NEW YORK NY)

NY

09/24/2009 - 02/23/2010

NOBLETRADING.COM, INC. (NEW YORK NY)

Not sure if Jesus Alberto Pinedo is right for you?

Licenses & Designations

IA

Issued 09/17/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jesus Alberto Pinedo. Review regulatory record here.
Not sure if Jesus Alberto Pinedo is right for you?