Juan Uran Munoz (CRD# 6943051) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 3 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifs Financial Services, Inc. | Cincinnati, OH | Jul 2021 - Current | 2 |
| Touchstone Securities | Cincinnati, OH | Jul 2021 - Current | 2 |
| Amazon | Hebron, OH | Nov 2020 - Jul 2021 | < 1 |
| La Fitness | Cincinnati, OH | Aug 2020 - May 2021 | < 1 |
| Fidelity Brokerage Services | Covington, KY | Jan 2020 - Aug 2020 | < 1 |
| Nylife Securities LLC | Cincinnati, OH | Aug 2019 - Jan 2020 | < 1 |
| New York Life Insurance Co | Cincinnati, OH | Jun 2019 - Jan 2020 | < 1 |
| Black Horse Carriers | Cincinnati, OH | Jan 2019 - Jun 2019 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2017 - Jun 2019 | 1 |
| United Parcel Service | Cincinnati, OH | Aug 2018 - Jan 2019 | < 1 |
| Edward Jones Investments | Cincinnati, OH | Jun 2018 - Aug 2018 | < 1 |
| Howland Logistics | Cincinnati, OH | May 2018 - Aug 2018 | < 1 |
| Cpc Logistics | Cincinnati, OH | May 2016 - Oct 2017 | 1 |
| Buffalo Wild Wings | Rocky Mount, OH | Aug 2015 - May 2016 | < 1 |
| Maketewah Country Club | Cincinnati, OH | Apr 2015 - Mar 2016 | < 1 |
| Stonecreek Dining Company | Cincinnati, OH | Apr 2015 - Aug 2015 | < 1 |
| Unemployed | Tarboro, NC | Jun 2014 - Apr 2015 | < 1 |
| Tarboro High School | Tarboro, NC | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- OH
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Total Assets Under Management26,739MILLIONS
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Total Number of Accounts39ACCOUNTS
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Average Account Value$685,613,580
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
OH
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