Juan pedro Umbert
Investment adviser representative at Bbva Global Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$1.4BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Bbva Global Wealth Advisors, Inc.Feb 2025 to now
- Percy AvetraniFeb 2024 to Feb 2025
- M Kevin LawhonDec 2021 to Feb 2024
- Northwestern Mutual Wealth Management CompanyJul 2021 to Feb 2025
- David Montes De OcaJul 2020 to Dec 2021
- Northwestern Mutual Investment Services LLCAug 2019 to Feb 2025
- Northwestern Mutual Life Insurance CompanyMay 2018 to Jul 2020
- The Court Sports GearMay 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bbva Global Wealth Advisors, Inc.
$1.4BAssets managed
792Clients
51Advisers
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
- 6936998
- Firm CRD
- 327326