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Inaki Suarez salinas

Investment adviser representative at Monex Asset Management, Inc.
12 yearsExperience
1 stateRegistered in
$650.9MFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Portfolio management

Experience

12 years in the industry.

  1. Monex Asset Management, Inc.Oct 2025 to now
  2. Monex Securities, Inc.Oct 2025 to now
  3. JPMorgan Chase Bank, NAMay 2023 to Sep 2025
  4. JPMorgan Securities LLCMay 2023 to Sep 2025
  5. Monex Asset Management, Inc.Jan 2017 to Apr 2023
  6. Monex Securities, Inc.Jan 2017 to Apr 2023
  7. Sendero Securities, LLCAug 2016 to Dec 2016
  8. Sendero Wealth ManagementJul 2016 to Dec 2016
  9. University of Texas At San AntonioJul 2014 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

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

Monex Asset Management, Inc.

$650.9MAssets managed
599Clients
17Advisers
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
6696005
Firm CRD
148123
Advisor's SEC record (opens in a new tab)
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