Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Ignacio Creixell is a registered Investment Advisor Representative with Custos Family Office LLC in Austin, TX. Juan has been in the industry since 2001 and has held previous positions with J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., JEFFERIES & COMPANY, INC., COMMERZBANK CAPITAL MARKETS CORP., and JPMorgan Chase Bank NA. Juan has passed several securities exams including Series 7, Series 10, Series 9, SIE and Series 63. Juan's areas of expertise include Portfolio Management for Individuals and Financial Planning. Juan is also a Director with SilverBox Engaged Corp. and a volunteer Board Member with St. Louise House and a committee member with Seton Ascension Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
12/10/2020 - Present
Custos Family Office LLC (Austin TX)
TX
10/01/2008 - 11/18/2020
J.P. MORGAN SECURITIES LLC (Austin TX)
TX
06/06/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
NY
03/23/2007 - 05/08/2007
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
11/11/2005 - 10/16/2006
COMMERZBANK CAPITAL MARKETS CORP. (NEW YORK NY)
NY
11/12/2001 - 04/30/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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