Juan Felipe Matallana
Investment adviser representative at Arete Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2.7BFirm assets
17 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Arete Wealth Advisors, LLCNov 2024 to now
- Arete Wealth ManagementNov 2024 to now
- B. Riley Wealth Advisors, Inc.Oct 2022 to Nov 2024
- B. Riley Wealth ManagementJul 2022 to Nov 2024
- National Securities CorporationJul 2021 to Jul 2022
- KaterraFeb 2019 to Jun 2021
- GzaMay 2017 to Feb 2019
- UnemployedDec 2016 to Apr 2017
- TerradoolOct 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Arete Wealth Advisors, LLC
$2.7BAssets managed
5,426Clients
143Advisers
17 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
- 7410675
- Firm CRD
- 145488