Joel Pacheco is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 486 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$360.6M
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Location
254 Munoz Rivera Ave, 11th Floor, San Juan, PR, 00918
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Oriental Financial Services LLC
July 2025 - Present · 9 mos
Oriental Financial Services LLCBroker
March 2025 - Present · 1 yr 1 mo
State Registrations1 state
PR
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.