Alfredo Jorge(jr) Yanes
Investment adviser representative at Actitrust Wealth Management LLC
10 yearsExperience
2 statesRegistered in
$140.5MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Jet|fly AviationFeb 2025 to now
- Actitrust Wealth Management LLCMay 2024 to now
- OpentextDec 2023 to Jan 2025
- Mortgage AustinFeb 2023 to Dec 2023
- Lendfriend Home LoansJun 2020 to Feb 2023
- Mclane Company, Inc.May 2018 to Jun 2020
- Hci GroupJan 2018 to Apr 2018
- UnemployedOct 2017 to Dec 2017
- Availity, LLCApr 2017 to Sep 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Actitrust Wealth Management LLC
$140.5MAssets managed
110Clients
5Advisers
5 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
- 6623506
- Firm CRD
- 284827