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.

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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
    1,360
    MILLIONS
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $3,988,768
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

FL, NY, WY

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