Pablo Jose Ceballos
Investment adviser representative at We Family Offices
18 yearsExperience
2 statesRegistered in
$17.8BFirm assets
25 yearsFirm in business
Are you Pablo Jose Ceballos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- We Family OfficesMar 2011 to now
- Genspring Family Offices International LLCJul 2008 to now
- Genspring Family Offices, LLCJul 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
We Family Offices
Legal name: W.E. Family Offices, LLC
$17.8BAssets managed
112Clients
26Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2741631
- Firm CRD
- 109869