Jose Carlos Justo Delgado (CRD# 7822629) is an Investment Advisor Representative working at Imperial Capital Partners in Hollywood, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imperial Fund Capital Partners, LLC | Hollywood, FL | Oct 2023 - Current | < 1 |
| Unemployed | Miami, FL | May 2023 - Oct 2023 | < 1 |
| University Of Miami Herbert Business School | Miami, FL | Aug 2022 - May 2023 | < 1 |
| Sura Asset Management | Lima, | Feb 2020 - Jul 2022 | 2 |
| Pacifico Compania De Seguros Y Reaseguros | Lima, | Mar 2017 - Jan 2020 | 2 |
| University Of Lima | Lima, | Apr 2012 - Jul 2017 | 5 |
| Pacifico Compania De Seguros Y Reaseguros | Lima, | May 2016 - Feb 2017 | < 1 |
| Pacifico Compania De Seguros Y Reaseguros | Lima, | Oct 2015 - Apr 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- FL
- NY
-
Total Assets Under Management5,346MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$485,961,938
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.