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Juan carlos Barraza

Investment adviser representative at Binvesting
17 yearsExperience
1 stateRegistered in
$52.4KFirm assets
1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. BinvestingMay 2025 to now
  2. Banorte Asset Management, Inc.Dec 2023 to now
  3. Banorte Securities International, Ltd.Dec 2023 to now
  4. Banorte Ventures Ltd.Mar 2024 to May 2026
  5. PNC InvestmentsSep 2021 to Dec 2023
  6. Bbva Securities Inc.May 2013 to Sep 2021
  7. PNC Managed Account Solutions, Inc.Oct 2010 to Dec 2023
  8. Compass BankJun 2009 to Sep 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 1 state (TX).

Binvesting

Legal name: Banorte Ventures Ltd.

$52.4KAssets managed
6Clients
8Advisers
1 yearIn 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
2979487
Firm CRD
335283
Advisor's SEC record (opens in a new tab)
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