Jose Israel Balmaceda
Investment adviser representative at Insigneo Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
10 yearsFirm in business
Are you Jose Israel Balmaceda? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Insigneo Advisory Services, LLCJun 2025 to now
- Insigneo Securities LLCJun 2025 to now
- Edward JonesOct 2022 to May 2025
- Robinhood Financial, LLCJul 2021 to Oct 2022
- Zay Photographyy LLCNov 2018 to Oct 2022
- Broward Community CollegeJun 2018 to Aug 2018
- Fedex OfficeApr 2018 to Jul 2021
- Zoo MiamiJul 2017 to Mar 2018
- Archimedean AcademyJun 2017 to Sep 2017
- 24 Hour FitnessOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7401839
- Firm CRD
- 282589