Jeffrey Donor Barrera
Investment adviser representative at Miramontes Capital, LLC
17 yearsExperience
1 stateRegistered in
$396.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Balanced Security Planning, Inc.Nov 2025 to now
- Miramontes Capital, LLCNov 2025 to now
- Tax & Wealth Management, LLCDec 2011 to now
- Raymond James Financial ServicesSep 2009 to Nov 2025
- Raymond James Financial Services Advisors, IncSep 2009 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Miramontes Capital, LLC
$396.9MAssets managed
744Clients
11Advisers
9 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
- 2941346
- Firm CRD
- 264786