JC
JC

Josue A. Chavez

8 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

Josue is an Investment Adviser Representative with Intercam Advisors, Inc. since April 2023. This affiliated, investment-related business takes about a quarter of his time.

Employment History
Current Registrations
Stonex International Advisors INC
April 2023 - Present · 2 yrs 10 mos
Stonex International Securities INC.Broker
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2016 - January 2023 · 6 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2016 - January 2023 · 6 yrs 3 mos
State Registrations9 states
CACOCTDEFLGANYTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.