Juan Fernando Castano tobon
Investment adviser representative at XP Advisory Us, Inc.
11 yearsExperience
1 stateRegistered in
$792.3MFirm assets
7 yearsFirm in business
Are you Juan Fernando Castano tobon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- XP Advisory Us, Inc.Dec 2021 to now
- XP InvestmentsJan 2020 to now
- Saving for CollegeAug 2018 to May 2019
- Dow AgrosciencesJul 2017 to Aug 2017
- University of MiamiAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
XP Advisory Us, Inc.
$792.3MAssets managed
258Clients
29Advisers
7 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
- 7218324
- Firm CRD
- 173779