Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Ibarra is a financial advisor at Edward Jones, located in Wenatchee, Washington. Juan has been in the financial services industry since 2011. Juan has been with Edward Jones since 2022. Juan's previous experience includes positions at U.S. BANCORP INVESTMENTS, INC., Investment Professionals, Inc., and Chase Investment Services Corp. Juan is licensed to sell securities in California, Delaware, Florida, Idaho, Kansas, Oregon, Texas, Utah, Washington, and Wisconsin. Juan specializes in providing financial planning, pension consulting, and selection of other advisors for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
WA
07/08/2022 - Present
Edward Jones (WENATCHEE WA)
WA
11/18/2016 - 07/12/2022
U.S. BANCORP INVESTMENTS, INC. (Moses Lake WA)
WA
04/19/2016 - 08/09/2016
INVESTMENT PROFESSIONALS, INC. (Wenatchee WA)
WA
02/14/2011 - 06/20/2012
CHASE INVESTMENT SERVICES CORP. (EAST WENATCHEE WA)
BOTH
Issued 01/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Juan Ibarra is the right advisor for you? Invested Better is here to help.
