Jonathan Figueroa is a registered investment advisor at Chapel Bridge Wealth Advisors, based in San Juan, PR, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 25 clients with $270M 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 | 1.00% |
Annual advisory fees range from 0.35% to 1.00% depending on assets managed, service complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
53 Palmeras Street, Suite 601, San Juan, PR, 00901
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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
Jonathan works as a private banker at Banco Popular de PR since January 2022. This activity is non-investment related.
Employment History
Current Registrations
Chapel Bridge Wealth Advisors
Previous Registrations
Popular Securities, LLCBroker
State Registrations2 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.
Exams
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