Jonatan
Alvarez
Guerra Advisory Services
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About this Advisor
Jonatan Alvarez is a financial advisor based in Miami, Florida, working with Guerra Advisory Services. Jonatan has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Dollar Financial Group, Wells Fargo Clearing Services, LLC, Citigroup, Guerra Advisors Inc, and Wells Fargo Advisor. Jonatan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Jonatan is part of Guerra Advisory Services, which operates out of Miami, Florida. The firm has 9 employees and manages assets totaling $139.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Guerra Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guerra Advisory Services Brokerage Details
$139,012,254
9
3,265
$42,576
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonatan Alvarez Work History
Guerra Advisors Inc
Citigroup
Citigroup
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank Na
Wells Fargo Advisor
Dollar Financial Group
Disclosures
Please visit the SEC profile of Jonatan Alvarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Guerra Advisory Services
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
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