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Juan David Mejia trujillo

Ballentine Partners

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About Juan David Mejia trujillo

Juan David Mejia Trujillo is a financial advisor registered with Ballentine Partners, a firm with offices in Waltham, MA and Palm Beach Gardens, FL. Juan David Mejia Trujillo has been in the financial services industry since 2005. Juan David Mejia Trujillo is a Certified Financial Planner and a Chartered Financial Analyst. Juan David Mejia Trujillo works with clients to help them achieve their financial goals.

Firm Information

Juan Mejia trujillo is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Project fees

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Juan Mejia trujillo’s Registration & Firm History

FL

12/20/2016 - Present

Ballentine Partners (Palm Beach Gardens FL)

PA

03/29/2005 - 08/22/2016

AMERIPRISE FINANCIAL SERVICES, INC. (Monroeville PA)

MN

03/29/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Juan David Mejia trujillo.
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