Jose Crespi Iglesias (CRD# 7220840) is an Investment Advisor Representative working at Lyon Bern, LLC in San Juan, PR and has over 4 years of experience in the finance industry.
CRD# 6103654
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5204687
Freedom Advisory
CRD# 2247329
Popular Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lcdf Manager LLC | Miami, FL | Jun 2015 - Current | 8 |
| San Juan Bautista School Of Medicine | San Juan, PR | Jan 2010 - Dec 2015 | 5 |
| University Of Puerto Rico | San Juan, PR | Jan 2010 - Dec 2015 | 5 |
| Center Court Sports | Guaynabo, PR | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- PR
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$298,764
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
PR
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 derived from SEC.gov data covering 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.
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.