TrueAdvisor
TrueAdvisor
JB
JB

Juan Carlos Barraza

Banorte Asset Management, INC.
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Banorte Asset Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
17 advisors
Number of Clients
691 clients
Average Client Portfolio
$487K average
Assets Under Management
$336.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

5075 Westheimer, Suite 975W, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Binvesting
May 2025 - Present · 9 mos
Banorte Asset Management, INC.
January 2024 - Present · 2 yrs 1 mo
Banorte Securities International, LTD.Broker
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Insigneo Securities, LLCBroker
December 2023 - December 2023 · 0 mos
PNC Managed Account Solutions, INC.
January 2022 - December 2023 · 1 yr 11 mos
PNC Managed Account Solutions, INC.
September 2021 - December 2021 · 3 mos
PNC InvestmentsBroker
September 2021 - December 2023 · 2 yrs 3 mos
Bbva Securities INC.Broker
May 2013 - September 2021 · 8 yrs 4 mos
PNC Managed Account Solutions, INC.
October 2010 - September 2021 · 10 yrs 11 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INC.
November 2009 - March 2010 · 4 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
September 2004 - July 2009 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1998 - July 1998 · 6 mos
State Registrations3 states
FLINTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.