Juan Ros
CRD Number: 6028956Current Firm: Forum Financial Management, LP
Compensation Model: Fee Only
Juan Ros (CRD# 6028956) is an Investment Advisor Representative working at Lamia Financial Group, Inc. in Thousand Oaks, CA and has 6 years of experience in the finance industry. Juan Ros has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Apr 2024 - Current | < 1 |
| Financially Zen, LLC | Phoenix, AZ | May 2020 - Current | 3 |
| Forum Financial Management, LP | Lombard, IL | Oct 2018 - Current | 5 |
| Mary Ann Liebert, Inc. | New Rochelle, NY | Feb 2017 - Current | 7 |
| American Institute Of Philanthropic Studies | Long Beach, CA | Aug 2015 - Current | 8 |
| Lamia Financial Group, Inc. | Thousand Oaks, CA | Feb 2012 - Apr 2019 | 7 |
- AZ
- CA
- TX
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Total Assets Under Management8,531MILLIONS
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Please remember to contact Lamia Financial Group, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Lamia Financial Group, Inc. to effect any specific transactions for your account. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available upon request.
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