Juan Murga is a registered investment advisor, based in Miami, FL, with 25 years of industry experience.
Location
1080 Brickel Ave Apt 2502, Miami, FL, 33131
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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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Juan is the CEO of Sankalpa Financial Services, dedicating about half of his time to this role. He also is involved in agriculture/farming with Siete Arboles SA, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.
June 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2008 - June 2021 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2005 - June 2021 · 16 yrs 3 mos
Dresdner Lateinamerika Financial Advisors LLCBroker
April 2003 - November 2004 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - April 2002 · 2 yrs 9 mos
State Registrations13 states
ALCAFLGAMANJNVNYORPRTXVirgin IslandsWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.