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Oscar Alejandro Varona

CJW Capital, LLC

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About Oscar Alejandro Varona

Oscar Alejandro Varona is an Investment Advisor Representative registered with CJW Capital, LLC in Florida. Oscar has been in the industry since January 2015. Oscar has earned the Series 65 license and has been active in the industry for over 8 years. Oscar is a Director at Oscar A. Varona PA and has experience in insurance.

Firm Information

Oscar Varona is currently registered with CJW Capital, LLC. CJW Capital, LLC is an investment advisor with 1 licensed agent and 4 investment adviser representatives. The firm manages approximately $42,388,277 in assets for 322 accounts. They provide financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$42.39M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Oscar Varona’s Registration & Firm History

FL

11/03/2017 - Present

CJW Capital, LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 10/14/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Oscar Alejandro Varona.
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