Juan Emiliano Toledano
Investment adviser representative at G.W. Sherwold Associates, Inc.
29 yearsExperience
1 stateRegistered in
$572.4MFirm assets
6 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
- Pension consulting
Experience
29 years in the industry.
- G.W. Sherwold Associates, IncJan 2017 to now
- G.W. Sherwold Associates, Ic.Feb 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
G.W. Sherwold Associates, Inc.
$572.4MAssets managed
424Clients
5Advisers
6 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
- 4133113
- Firm CRD
- 42186