J Alexander CaldwellCRD Number: 3037894
Current Firm: Efg Asset Management (americas) Corp.
J Alexander Caldwell (CRD# 3037894) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 25 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Efg Capital Advisors Inc.||Miami, FL||Mar 2016 - Current||7|
|Efg Capital International||Miami, FL||Mar 1998 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management1,457MILLIONS
Total Number of Accounts804ACCOUNTS
Average Account Value$1,811,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DE, FL, NY
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