FJ
CFA
FJ
CFA

Felipe Jaramillo

6 Years of Experience
Princeton, NJ
Broker

Felipe Jaramillo is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 6 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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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
Blackrock Investment Management, LLC
July 2025 - Present · 10 mos
Blackrock Investments, LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Ballestas Group
August 2017 - October 2019 · 2 yrs 2 mos
Bolton Global Asset Management
December 2015 - October 2019 · 3 yrs 10 mos
Bolton Global CapitalBroker
May 2015 - October 2019 · 4 yrs 5 mos
Interbolsa Securities, LLCBroker
October 2011 - January 2013 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.