ADVISOR BIO

Juan Pablo Morfin rodriguez is a registered representative with IPG Investment Advisors, LLC. Juan is licensed in California. Juan's professional experience includes time at Investment Placement Group and as a full-time student. Juan's current registrations include a series 66 license and he has professional experience with Insurance Companies, Charitable Organizations, High Net Worth Individuals, Pooled Investment Vehicles, Pension And Profit Sharing Plans, Corporations Or Other Businesses, and Individuals Other Than High Net Worth clients.

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ADVISOR BIO

Juan Eduardo Esparza is a financial advisor who is currently registered with Lord, Abbett & Co. LLC. Juan Eduardo has been working in the financial services industry for over 12 years. He is a Series 6, 7, 63, 65 and 24 licensed professional. He has worked with several different firms over the years. Juan Eduardo specializes in providing impersonal investment advisory services. Juan Eduardo is passionate about helping his clients reach their financial goals.

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ADVISOR BIO

Juan Carlos Costas is a registered representative with Insigneo Advisory Services, LLC. Juan Carlos Costas has been in the financial services industry since 2002. Previously, Juan Carlos Costas was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Juan Carlos Costas holds the Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Juan Roberto Deangulo is an investment advisor representative with Transwestern Investment Management, LLC. Juan Roberto Deangulo is registered with the state of Texas and has been in the industry since April 2010. Juan Roberto Deangulo specializes in portfolio management for businesses and pooled investment vehicles. Transwestern Investment Management, LLC is based in Dallas, Texas and has been in business since 2006. The firm manages approximately $4 billion in assets and specializes in portfolio management for businesses and pooled investment vehicles.

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ADVISOR BIO

Juan Pablo Perez hanley is a financial professional with over 18 years of experience in the financial services industry. Juan Pablo is currently a Registered Representative with Popular Securities, LLC, working from the SAN JUAN, PR branch. Juan Pablo previously worked for UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO, UBS FINANCIAL SERVICES INC., SANTANDER SECURITIES, and GARBAN LLC. Juan Pablo holds a Series 63, Series 7, Series 3, and SIE licenses and is registered in Puerto Rico. Juan Pablo is able to help clients with financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Juan Gonzalez is a financial advisor who is registered with the state of Florida and Texas and is active in the industry since December 1999. Juan is associated with Insigneo Advisory Services, LLC and has experience with Wells Fargo Advisors, LLC, Northeast Securities, INC., and Prudential Securities Incorporated. Juan has earned the SIE, Series 3, Series 7, and Series 66 securities licenses. Juan's areas of specialization include portfolio management for individuals, businesses, and pooled investment vehicles as well as selection of other advisors and financial consulting services.

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Juan Pablo Bolanos is a financial advisor with Insigneo Advisory Services, LLC, an SEC registered investment advisor. Juan Pablo is registered in Florida and Texas and has over five years of experience in the financial industry. Juan Pablo previously worked at PNC INVESTMENTS and BBVA SECURITIES INC. Juan Pablo holds the Series 7, Series 66 and SIE licenses. Juan Pablo specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Juan Pablo's areas of expertise include portfolio management, investment planning, and financial planning.

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ADVISOR BIO

Juan Alberto Colon perea is a registered investment advisor with Popular Securities, LLC. Juan Alberto has been in the industry since 1988 and has held various positions at several firms including Citigroup Global Markets Inc., Lehman Brothers Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Kidder, Peabody & Co. Incorporated. Juan Alberto holds Series 3, 7, and 63 licenses and is also a Registered Representative. Juan Alberto's primary office is located at 208 Ponce de Leon Ave, POPULAR CENTER Suite 1200, SAN JUAN, PR 00918.

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ADVISOR BIO

Juan Manuel Doria is a registered investment advisor representative in Florida and New York. Juan is currently registered with Boreal Capital Management LLC. Prior to that, Juan was registered with UCAP SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Juan holds the Series 7, Series 52TO, Series 53, Series 66 and SIE licenses.

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ADVISOR BIO

Juan Jose Lopez is an investment advisor representative with Nuveen Asset Management, LLC. Juan is registered with the state of Illinois and has been in the industry since February 14, 2019. Juan's current employment is with Nuveen Asset Management, LLC where they have been employed since October 2018. Juan holds the Series 66, Series 7TO and SIE licenses.

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