Jeffry Vargas, financial advisor Coral Gables FL
93 score

Jeffry Vargas

CRD Number: 5485101
Current Firm: Loyola Asset Management LLC

Jeffry Vargas (CRD# 5485101) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 8 years of experience in the finance industry.

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Fin-est Investment Advisors, LLC
Company Name Location Dates Years
Loyola Asset Management Coral Gables, FL Apr 2016 - Current 1
Western International Securities, Inc. Pasadena, CA Apr 2016 - Current 1
Universe Soccer LLC Coral Gables, FL Oct 2015 - Current 2
Platinum Wealth Partners, Inc. Tampa, FL Dec 2015 - Apr 2016 < 1
Mutual Securities, Inc. Camarillo, CA Feb 2016 - Feb 2016 < 1
Wells Fargo Advisors, LLC Miami, FL Sep 2010 - Dec 2015 5
Signator Investors, Inc. Miami, FL Jan 2008 - Sep 2010 2
John Hancock Financial Network Miami, FL Jan 2008 - Aug 2010 2
Seccion Amarilla Miami, FL Dec 2007 - Jan 2008 < 1
Firstbank Miami Agency Miami, FL Jan 2007 - Nov 2007 < 1
Brandeis University Waltham, MA Jan 2005 - May 2007 2
Masters Degree Student Waltham, MA May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffry B. Vargas
Phone Number: 305-377-1941
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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