LJ
LJ

Luis Enrique Jocelyn-Holt

17 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
8 advisors
Number of Clients
178 clients
Average Client Portfolio
$932K average
Assets Under Management
$165.9M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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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

Luis is a board member for Friends of the Catholic University in Chile, dedicating minimal time to this role. He is also affiliated with Insigneo Advisory Services LLC and owns two dormant entities, Activo Capital LLC and Activo Capital Advisors LLC.

Employment History
Current Registrations
Ucap Americas
July 2025 - Present · 7 mos
Ucap AmericasBroker
July 2025 - Present · 7 mos
Previous Registrations
Insigneo Advisory Services, LLC
April 2021 - July 2025 · 4 yrs 3 mos
Insigneo Securities, LLCBroker
July 2020 - July 2025 · 5 yrs
Efg Capital InternationalBroker
August 2009 - December 2019 · 10 yrs 4 mos
Iai Securities, INC.Broker
July 1998 - September 1999 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
July 1996 - July 1997 · 1 yr
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.