Juan Sebastian Uran munoz
Investment adviser representative at Touchstone Advisors Inc
10 yearsExperience
1 stateRegistered in
$31.1BFirm assets
32 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.
- Touchstone Advisors IncOct 2021 to now
- Ifs Financial Services, Inc.Jul 2021 to now
- Touchstone SecuritiesJul 2021 to now
- AmazonNov 2020 to Jul 2021
- La FitnessAug 2020 to May 2021
- Fidelity Brokerage ServicesJan 2020 to Aug 2020
- Nylife Securities LLCAug 2019 to Jan 2020
- New York Life Insurance CoJun 2019 to Jan 2020
- Black Horse CarriersJan 2019 to Jun 2019
- United Parcel ServiceAug 2018 to Jan 2019
- Edward Jones InvestmentsJun 2018 to Aug 2018
- Howland LogisticsMay 2018 to Aug 2018
- University of CincinnatiAug 2017 to Jun 2019
- Cpc LogisticsMay 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Touchstone Advisors Inc
$31.1BAssets managed
40Clients
78Advisers
32 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
- 6943051
- Firm CRD
- 107028