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Jacobo Andres Leon giraldez

Investment adviser representative at Global Assets Advisory, LLC
13 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Global Assets Advisory, LLCJan 2026 to now
  2. International Assets Investment Management, LLCJan 2026 to now
  3. International Assets Advisory, LLCSep 2024 to now
  4. Oripoto Capital, LLCOct 2023 to now
  5. ConcentrixJun 2023 to Aug 2024
  6. Pro 42 EsportsOct 2022 to Sep 2023
  7. Pro LocksmithJun 2021 to Dec 2022
  8. Lt AcademyApr 2020 to Mar 2023
  9. Alianzas Academy C.A.Oct 2018 to Sep 2019
  10. Alianzas Group 17Nov 2017 to Sep 2019
  11. M TradeDec 2016 to Apr 2020
  12. Universidad MetropolitanaJul 2013 to Jul 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Global Assets Advisory, LLC

$551.7MAssets managed
2,588Clients
30Advisers
7 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
7987751
Firm CRD
300460
Advisor's SEC record (opens in a new tab)
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