Juan Andres Mendoza
Investment adviser representative at Insigneo Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$5.2BFirm assets
10 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Insigneo Advisory Services, LLCJan 2026 to now
- Insigneo Securities LLCAug 2025 to now
- UnemployedNov 2024 to Jul 2025
- BlackstoneJan 2022 to Oct 2024
- Univision Communications Inc.Feb 2021 to Dec 2021
- Hbo Latin AmericaApr 2019 to Feb 2021
- Jeffrey Law PaJan 2019 to Apr 2019
- UnemployedJun 2018 to Dec 2018
- Universidad Pontificia ComillasJan 2017 to May 2017
- Boston CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 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
- 8144255
- Firm CRD
- 282589