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Maria Ivonne Juraidini

Investment adviser representative at Invex Advisors LLC
11 yearsExperience
1 stateRegistered in
$759.3MFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Invex Advisors LLCOct 2021 to now
  2. Invex LLCMar 2020 to now
  3. Harbor Group LLCSep 2019 to Feb 2020
  4. StudentJun 2019 to Aug 2019
  5. Southern Methodist UniversityAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

Invex Advisors LLC

$759.3MAssets managed
80Clients
6Advisers
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
7269498
Firm CRD
164519
Advisor's SEC record (opens in a new tab)
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