Juan Jose Lopez quinones
Investment adviser representative at Bulltick Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bulltick Wealth Management, LLCMay 2021 to now
- UnemployedDec 2020 to May 2021
- NavalfaJun 2020 to Dec 2020
- Credit SuisseMay 2018 to Jun 2020
- UnemployedSep 2017 to May 2018
- 3d EstateMar 2015 to Sep 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bulltick Wealth Management, LLC
$1.9BAssets managed
315Clients
24Advisers
18 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
- 7415926
- Firm CRD
- 141588