Juan Pablo Bolanos
Investment adviser representative at Insigneo Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$5.2BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Insigneo Advisory Services, LLCDec 2023 to now
- Insigneo Securities LLCDec 2023 to now
- PNC InvestmentsSep 2021 to Dec 2023
- PNC Managed Account Solutions, Inc.Jun 2021 to Dec 2023
- Bbva Wealth Solutions Inc.Nov 2018 to Jun 2021
- Bbva Securities IncJun 2018 to Sep 2021
- Bbva Compass Insurance Agency IncMay 2018 to Sep 2021
- Compass BankJan 2018 to Sep 2021
- Ibc BankAug 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 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
- 6978075
- Firm CRD
- 282589