Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Williams Pacheco figueroa is a registered investment advisor representative with Chapel Bridge Wealth Advisors. Jonathan holds the Series 65 license and has been in the industry since 2014. Jonathan's experience includes positions at Goldman Sachs, Clinica Yaguez, and Banco Popular de PR. Jonathan is currently registered to provide investment advice in OH and PR.
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.
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.
Advisory consulting; family office and wealth planning services
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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PR
09/30/2024 - Present
Chapel Bridge Wealth Advisors (SAN JUAN PR)
Active
Inactive
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