JA
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Juan Alvarado

12 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
148 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$225.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1221 Brickell Avenue, Suite 200, 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

Juan is an Investment Adviser Representative with Intercam Advisors Inc. and a Registered Commodities Representative with Intercam Futures, Inc.

Employment History
Current Registrations
Stonex International Securities INC.
January 2023 - Present · 3 yrs 1 mo
Stonex International Advisors INC
January 2023 - Present · 3 yrs 1 mo
Stonex International Securities INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
February 2014 - January 2023 · 8 yrs 11 mos
Morgan StanleyBroker
February 2014 - January 2023 · 8 yrs 11 mos
PNC Investments
October 2013 - January 2014 · 3 mos
PNC InvestmentsBroker
March 2013 - January 2014 · 10 mos
State Registrations6 states
AZCACOFLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.