Juan Castano TobonCRD Number: 7218324
Current Firm: Xp Advisory Us, Inc.
Juan Castano Tobon (CRD# 7218324) is an Investment Advisor Representative working at Xp Advisory Us, Inc. in Miami, FL and has 1 year of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Xp Investments||Miami, FL||Oct 2021 - Current||< 1|
|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|
Total Assets Under Management1,360MILLIONS
Total Number of Accounts341ACCOUNTS
Average Account Value$3,988,768
- 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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