Juan Castano Tobon (CRD# 7218324) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Xp Investments | Miami, FL | Oct 2021 - Current | 2 |
Xp Investments | Miami, FL | Jan 2020 - Oct 2021 | 1 |
University Of Miami | Coral Gables, FL | May 2019 - May 2020 | 1 |
Saving For College | Miami, FL | Aug 2018 - May 2019 | < 1 |
University Of Miami | Coral Gables, FL | Aug 2015 - May 2019 | 3 |
University Of Miami | Coral Gables, FL | Jan 2018 - Aug 2018 | < 1 |
Dow Agrosciences | Bogota, | Jul 2017 - Aug 2017 | < 1 |
Graded: The American School Of Sao Paulo | Sao Paulo, Brazil, | Jul 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- FL
-
Total Assets Under Management1,549MILLIONS
-
Total Number of Accounts386ACCOUNTS
-
Average Account Value$4,012,303
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
FL, NY, WY
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