Luis Felipe Suarez perez
Investment adviser representative at Finamex Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$113.9MFirm assets
Under 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Finamex Asset Management, LLCJun 2025 to now
- Finamex International, LLCJun 2025 to now
- Alterna Securities, IncOct 2021 to Jun 2025
- J.P. Morgan Securities LLCMay 2021 to Sep 2021
- JPMorgan Chase Bank, N.A.Aug 2016 to Sep 2021
- J.P. Morgan Securities LLCAug 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Finamex Asset Management, LLC
$113.9MAssets managed
190Clients
6Advisers
Under 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
- 6696362
- Firm CRD
- 304260