Juan Pablo Morfin rodriguez
Investment adviser representative at Ipg Investment Advisors, LLC
21 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 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 assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Ipg Investment Advisors, LLC.Oct 2024 to now
- Investment Placement GroupJul 2024 to now
- Study AbroadAug 2019 to Jun 2020
- Full Time StudentJul 2019 to Jun 2024
- Full Time StudentAug 2005 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ipg Investment Advisors, LLC
$4.1BAssets managed
1,282Clients
40Advisers
16 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
- 7963774
- Firm CRD
- 152990