Jeffry Vargas, financial advisor Coral Gables FL

Jeffry Vargas

CRD Number: 5485101
Current Firm: Boston Investment Management LLC

Jeffry Vargas (CRD# 5485101) is an Investment Advisor Representative working at Boston Investment Management LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Investment Management LLC Coral Gables, FL Feb 2019 - Current 5
Universe Soccer LLC Coral Gables, FL Oct 2015 - Current 8
Stonecrest Capital Markets, Inc. Los Angeles, CA May 2017 - Jan 2019 1
Stonecrest Advisors, Inc. Los Angeles, CA May 2017 - Jan 2019 1
Western International Securities, Inc. Pasadena, CA Apr 2016 - Jan 2017 < 1
Loyola Asset Management Miami, FL May 2016 - Dec 2016 < 1
Mutual Securities, Inc. Camarillo, CA Feb 2016 - Feb 2016 < 1
Platinum Wealth Partners Miami, FL Dec 2015 - Feb 2016 < 1
Wells Fargo Advisors Miami, FL Aug 2010 - Dec 2015 5
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffry B. Vargas
Phone Number: 786-797-5221
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $236,364
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL

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