5652 Corporate Way, West Palm Beach, FL, 33407
Get directionsNo 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 →Alejandro operates under the DBAs Palm Planning Group and JWC Wealth Management, both investment-related. He is also the CEO of Lofaso Group, Inc., a financial advisory practice and insurance business, dedicating about a quarter of his time to it.