Jon Espinoza is a registered investment advisor at B1 Financial, based in Aventura, FL, with 25 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 72 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual management fee is 2.00% and is negotiable based on the size of the client’s account. This fee applies to both traditional asset management and the Mastermind Debt Fund, LP.
Fee Estimator
Location
19505 Biscayne Blvd, Suite 2350, Aventura, FL, 33180
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jon owns rental property and is an educator/instructor for Rain Maker Nation LLC, a networking platform for entrepreneurs, dedicating a few hours per week. He also serves as a board member for Make-A-Wish New Mexico, spending a few hours per week.
Employment History
Current Registrations
B1 Financial
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
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.