Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Ivan Acosta Jordan is a registered investment advisor representative for IPI Wealth Management, Inc.. Jose is a licensed professional in the State of Puerto Rico and has been active in the financial services industry since 1988. Jose has experience working with individuals, families, and businesses to develop customized financial plans and investment strategies. Jose has worked with a variety of firms, including Kovack Securities Inc, Herbert J. Sims & Co, Inc., Nationwide Planning Associates Inc., IFS Securities, Investcorp, Inc., Samuel A Ramirez & Co., Inc., Popular Securities, Inc., Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., and Lehman Brothers Inc. Jose has a strong understanding of the financial markets and a commitment to providing his clients with the highest level of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
PR
08/17/2023 - Present
IPI Wealth Management, Inc. (San Juan PR)
PR
08/06/2021 - 07/20/2023
KOVACK SECURITIES INC. (San Juan PR)
CT
06/03/2020 - 06/11/2021
HERBERT J. SIMS & CO, INC. (FAIRFIELD CT)
PR
01/29/2016 - 06/01/2020
NATIONWIDE PLANNING ASSOCIATES INC. (HATO REY PR)
PR
07/28/2015 - 09/21/2015
IFS SECURITIES (San Juan PR)
PR
09/15/2014 - 07/30/2015
INVESTACORP, INC. (Condado PR)
PR
01/21/2014 - 09/16/2014
SAMUEL A RAMIREZ & CO., INC. (SAN JUAN PR)
PR
08/15/2011 - 01/08/2014
POPULAR SECURITIES, INC. (SAN JUAN PR)
PR
04/03/2009 - 08/24/2011
WELLS FARGO ADVISORS, LLC (GUAYNABO PR)
PR
09/08/2003 - 04/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GUAYNABO PR)
PR
09/10/1994 - 09/23/2003
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
12/12/1991 - 09/23/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/31/1988 - 12/23/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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