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Juan Fernando Castano tobon

XP Advisory US, Inc.

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About Juan Fernando Castano tobon

Juan Fernando Castano tobon is a registered investment advisor representative in Florida. Juan has been active in the financial services industry since 2020. Juan Fernando Castano tobon is currently employed by XP Advisory US, Inc., with a branch office location in Miami, Florida.

Firm Information

Juan Castano tobon is currently registered with XP Advisory US, Inc.. XP Advisory US, Inc. is an investment advisor registered with the SEC and located in Miami, FL. The firm provides investment advisory services to corporations, individuals, pooled investment vehicles, and other investment advisors. They specialize in portfolio management and selection of other advisors, with a focus on consolidation/reporting services. The firm manages approximately $1.5 billion in assets for 484 clients.
XP Advisory US, Inc.

701 BRICKELL AVENUE

MIAMI, FL 33131

$1.53B

Assets Under Management

Not reported

Total Clients

23

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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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.

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consolidation/reporting services

Consolidation/reporting services

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of assets under consolidation

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Juan Castano tobon’s Registration & Firm History

FL

12/16/2021 - Present

XP Advisory US, Inc. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2021

Series 3 - National Commodity Futures Examination

BC

Issued 05/24/2021

Series 57TO - Securities Trader Exam

BC

Issued 11/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juan Fernando Castano tobon.
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