Juan
Londono

We Family Offices

CRD#6692003
Investment Advisor
in Miami, FL

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About this Advisor

Juan Londono is a financial advisor working out of Miami, Florida who has 2 years of relevant experience. Londono is an employee of We Family Offices. The advisor has gained experience at We Family Offices LLC, The Wharton School, University Of Miami School Of Law, Mastercard and University Of Miami Law School. Londono maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida. We Family Offices is a registered investment company that has its headquarters in Miami, FL. The investment advisory business has a total of 49 advisors. It administers $12 billion in total assets across its 106 accounts, making it one of the largest firms in the country by assets under management. Of its 106 accounts, 100% are held by high-net-worth clients who have greater than $1 million in assets. We Family Offices provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fees billed by We Family Offices can be comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

701 Brickell Avenue Suite 2101
Miami, FL 33131

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We Family Offices Brokerage Details

Total Assets Under Management

$12,056,434,282

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

49

FL Average: 62
Total Number of Accounts

106

FL Average: 2,474
Average Account Size

$113,739,946

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Juan Londono Work History

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

2021 - Present (3 years)

We Family Offices LLC

2020 - 2021 (1 year)

University Of Miami Law School

2018 - 2018 (< 1 year)

Mastercard

2017 - 2020 (3 years)

University Of Miami School Of Law

2016 - 2017 (1 year)

We Family Offices LLC

2012 - 2016 (4 years)

The Wharton School

*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 Londono 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 We Family Offices

Julie Neitzel
Miami, FL
Maria Lagomasino
Miami, FL
Myron Zeuner
Miami, FL
Claudia Naffah
Miami, FL
Ana Sacio
Miami, FL
Felipe Castro
Miami, FL
Natalia Hoyos Mesa
Miami, FL
Alberto Guerrero
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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