Juan
Castano Tobon

Xp Advisory Us, Inc

CRD#7218324
Investment Advisor
in Miami, FL

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About this Advisor

Juan Castano Tobon is a financial advisor operating in Miami, Florida with 2 years of relevant experience. Castano Tobon is currently employed by Xp Advisory Us, Inc. Their career trajectory has included roles at Xp Investments, Saving For College, University Of Miami, Dow Agrosciences and Graded: The American School Of Sao Paulo. Castano Tobon maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Florida. Xp Advisory Us, Inc is a registered investment company that has its headquarters in Miami, FL. The firm has a total of 30 people on staff. It administers $2 billion in total assets between its 386 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 386 client accounts, 19% belong to high-net-worth investors who have greater than $1 million in investable assets. Xp Advisory Us, Inc offers a few services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically are based on which services are provided. However, fee types charged by Xp Advisory Us, Inc may include any blend of asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Office Location

701 Brickell Avenue Suite 2120
Miami, FL 33131

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Xp Advisory Us, Inc Brokerage Details

Total Assets Under Management

$1,548,748,917

FL Average: $1,855,561,029
Total Number of Employees

30

FL Average: 62
Total Number of Accounts

386

FL Average: 2,474
Average Account Size

$4,012,303

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Juan Castano Tobon Work History

Juan has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Xp Investments

2020 - 2021 (1 year)

Xp Investments

2019 - 2020 (1 year)

University Of Miami

2018 - 2019 (1 year)

Saving For College

2018 - 2018 (< 1 year)

University Of Miami

2017 - 2017 (< 1 year)

Dow Agrosciences

2015 - 2019 (4 years)

University Of Miami

2011 - 2015 (4 years)

Graded: The American School Of Sao Paulo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Juan Castano Tobon 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 Xp Advisory Us, Inc

Gabriel Ribeiro
Miami, FL
Rodrigo Jabali
Miami, FL
Isabela Jardim
Miami, FL
Felipe Sebe Lopes
Miami, FL
Tiago Nunes
Miami, FL
Fernando Costa
Miami, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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