Jose Chacon Soto, financial advisor San Diego CA

Jose Chacon Soto

CRD Number: 6094336
Current Firm: Ipg Investment Advisors, LLC

Jose Chacon Soto (CRD# 6094336) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ipg Investment Advisors, LLC San Diego, CA Aug 2019 - Current 2
Self Employed Hermosillo, Jun 2018 - Jul 2019 1
Direwolf Wealth Management LLC The Woodlands, TX Apr 2015 - May 2018 3
Tct Securities & Derivatives Miami, FL Jul 2012 - Dec 2015 3
Self-employed Hermosillo, Apr 2009 - Jun 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2016
Contact Info for Jose M. Chacon Soto
Phone Number: 619-326-1200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,862
    MILLIONS
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $2,400,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IN, MA, NY, TX

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