Diego Luna y parra diaz
Investment adviser representative at Berlin Wealth Group Advisors
14 yearsExperience
1 stateRegistered in
$7.1MFirm assets
2 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Berlin Wealth Group AdvisorsMar 2025 to now
- Kpitalia Asset ManagementDec 2024 to now
- Finamex International, LLCOct 2023 to Jun 2024
- Technologico De Monterrey Ccs. I Mexico CityNov 2020 to Jan 2024
- Casa De Bolsa FinamexNov 2019 to Dec 2024
- Bulltick Wealth Management LLCNov 2018 to Mar 2020
- Actinver Casa De BolsaMar 2012 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Berlin Wealth Group Advisors
Legal name: Berlin, Jonathan Antonio Meza
$7.1MAssets managed
18Clients
1Advisers
2 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
- 6411937
- Firm CRD
- 330370