JG
JG

Jose Miguel Cubillo Gonzalez

6 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
383 clients
Average Client Portfolio
$405K average
Assets Under Management
$155.3M

Fee Structure

Financial Planning:Investment management only
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Location

300 West 6th Street, Suite 1550, Austin, TX, 78701-4666

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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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Other Business Activities

Jose works as an associate lawyer focusing on criminal, financial, and securities law in Costa Rica, dedicating about a third of his time to this role. He is also the owner and principal executive officer of Inversso LLC, a registered investment advisor, spending minimal time on this activity.

Employment History
Current Registrations
Stonecrest Advisors, INC.
February 2022 - Present · 4 yrs
Inversso, LLC
October 2019 - Present · 6 yrs 4 mos
State Registrations3 states
FLMSTX
Advisor
Exams
No exam information available for this advisor.