Jose DeleonCRD Number: 5544676
Current Firm: Investacorp Advisory Services Inc.
Jose Deleon (CRD# 5544676) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Lake Worth, FL and has over 9 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Investacorp Inc.||Miami Lakes, FL||Aug 2008 - Current||9|
|Johnson Lipman||Boca Raton, FL||Apr 2008 - Current||9|
|Metlife Securities Inc.||Sarasota, FL||Jun 2008 - Jul 2008||< 1|
|Advisors Insurance Group||Hollywood, FL||Mar 2003 - Apr 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV