James Jacob Suazo
Investment adviser representative at Baron Financial Group LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$369.1MFirm assets
Are you James Jacob Suazo? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Baron Financial Group LLCMay 2016 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Baron Financial Group LLC
$369.1MAssets managed
315Clients
4Advisers
19 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
- 7454982
- Firm CRD
- 144234