Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Eduardo Esparza is a financial advisor who is currently registered with Lord, Abbett & Co. LLC. Juan Eduardo has been working in the financial services industry for over 12 years. He is a Series 6, 7, 63, 65 and 24 licensed professional. He has worked with several different firms over the years. Juan Eduardo specializes in providing impersonal investment advisory services. Juan Eduardo is passionate about helping his clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/20/2023 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
TX
02/01/2021 - 06/11/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
CO
09/30/2020 - 12/21/2020
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
06/22/2015 - 07/24/2020
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)
TX
10/01/2012 - 04/20/2015
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
12/03/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
02/02/2010 - 07/08/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/25/2009 - 11/06/2009
NYLIFE SECURITIES LLC (EL PASO TX)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Juan Esparza is the right advisor for you? Invested Better is here to help.
