Ramon Bobadilla
Ramon Bobadilla is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Juan, PR, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
409 Del Parque Street, 3rd Floor, San Juan, PR, 00912
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2003Other Business ActivitiesSells Insurance
Ramon is a servicing agent for an existing insurance book since 2013, dedicating minimal time to this activity. He also owns Ramar, LLC, a rental real estate company established in 2014, which also requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Jefferson Pilot Securities CorporationBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.