JP
JP

Joel Pacheco

1 Year of Experience
San Juan, PR
Broker

Joel Pacheco is a registered investment advisor at Oriental Financial Services LLC, based in San Juan, PR, with 1 years of industry experience. Joel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 468 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$419.6M
Loading...

Location

254 Munoz Rivera Ave, 11th Floor, San Juan, PR, 00918

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Oriental Financial Services LLC
July 2025 - Present · 1 yr 3 mos
Oriental Financial Services LLCBroker
March 2025 - Present · 1 yr 7 mos
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.
More Advisors