Jose Deleon, financial advisor Lake Worth FL
93 score

Jose Deleon

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Inc. Miami Lakes, FL Aug 2008 - Current 8
Johnson Lipman Boca Raton, FL Apr 2008 - Current 8
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
Contact Info for Jose E. Deleon
Phone Number: 305-557-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,606
    MILLIONS
  • Total Number of Accounts
    6,229
    ACCOUNTS
  • Average Account Value
    $257,783
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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