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Pablo Jose Ceballos

WE Family Offices

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About Pablo Jose Ceballos

Pablo Jose Ceballos is a registered investment advisor representative with We Family Offices. Pablo has been in the industry since 1996 and has a broad range of experience in the financial services industry. Pablo is licensed to provide investment advisory services in Connecticut and Florida. Pablo's career includes roles at Chase Securities Inc., J.P. Morgan Securities Inc. and Genspring Family Offices International LLC. Pablo holds the Series 7, 9, 63 and 65 licenses. Pablo is committed to providing personalized financial advice and investment management services to individuals, families, and institutions.

Firm Information

Pablo Ceballos is currently registered with WE Family Offices. WE Family Offices is a registered investment advisor based in Coral Gables, Florida. The firm provides portfolio management for individuals and selection of other advisors, and manages $13.91 billion in assets for 108 high-net-worth individuals.
WE Family Offices

2811 PONCE DE LEON BLVD

CORAL GABLES, FL 33134

$13.91B

Assets Under Management

Not reported

Total Clients

28

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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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.

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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performance-based fees

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

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Pablo Ceballos’s Registration & Firm History

CT

01/01/2025 - Present

WE Family Offices (GREENWICH CT)

NY

05/30/2000 - 06/03/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/18/1996 - 09/03/1999

CHASE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/15/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2005

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pablo Jose Ceballos.
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