Juan Castano Tobon, financial advisor Miami FL

Juan Castano Tobon

CRD 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.

Similar Advisors
Mario Yngerto, financial advisor Miami FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Alessandro Abaroa, financial advisor Miami FL
Alessandro Abaroa
CRD# 2311221
Kingsview Wealth Management, LLC
Similar Advisors
Hans Abate, financial advisor Miami FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name Location Dates Years
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
Contact Info for Juan F. Castano Tobon
Phone Number: 786-725-5983
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.