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 based in Miami, Florida, working with We Family Offices. Juan has previously held positions at We Family Offices LLC, The Wharton School, University Of Miami School Of Law, Mastercard, and University Of Miami Law School. Juan has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Juan is part of We Family Offices, which operates out of Miami, Florida. The firm has 1 office and 59 employees. The firm manages assets totaling $13.9 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at We Family Offices includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

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

2811 Ponce De Leon Blvd Suite 840
Miami, FL 33134

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We Family Offices Brokerage Details

Total Assets Under Management

$13,909,416,024

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

59

FL Average: 62
Total Number of Accounts

108

FL Average: 2,474
Average Account Size

$128,790,889

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

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

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

Rocio Ortega
Miami, FL
Drew Mcneil
New York, NY
Myron Zeuner
Miami, FL
Natalia Hoyos Mesa
Miami, FL
Julie Neitzel
Miami, FL
Milagros Gomez
Miami, FL
Joseph Kellogg
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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