Juan Limon
Juan Limon is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Ft Myers, FL, with 18 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
9160 Forum Corporate Pkwy, Ste 350, Ft Myers, FL, 33905
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Regulatory History (1)
Customer Dispute
August 2014Other Business ActivitiesSells Insurance
Juan is an independent insurance agent for various companies since 2017, dedicating nearly full-time hours to this. He is also an advisory representative of an RIA, the president of JCL Financial Inc., and a musician.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ameritas Investment CORP.Broker
Ccf Investments, INC.Broker
PFS Investments INC.Broker
State Registrations49 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.