Juan Leon
Juan Leon is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
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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
Juan is the Vice President of Engineering & Trade Inc, but there is no activity in the corporation and he spends minimal time on it. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Amerant Investments, INC.
Amerant Investments, INC.Broker
State Registrations16 states
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