Juan
Suarez
Edelman Financial Engines
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About this Advisor
Juan Suarez is a financial advisor based in Marion, North Carolina, working with Edelman Financial Engines. Juan has previously held positions at Icd Securities Inc, Gradient Data Solutions, Inc, Massmutual Life Insurance, Mml Investors Services, Axa Advisors, LLC, Ready Consultant, Lpl Financial LLC, Portfolio Medics, LLC, Rocket Mortgage, and Edelman Financial Engines. Juan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Juan is part of Edelman Financial Engines, which operates out of Marion, North Carolina. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Juan Suarez Work History
Edelman Financial Engines
Rocket Mortgage
Portfolio Medics, LLC
Lpl Financial LLC
Mml Investors Services
Axa Advisors, LLC
Massmutual Life Insurance
Ready Consultant
Gradient Data Solutions, Inc
Icd Securities Inc
Disclosures
Please visit the SEC profile of Juan Suarez 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 Edelman Financial Engines
Tafton, PA
Uniondale, NY
Los Angeles, CA
Columbus, OH
Spokane Valley, WA
Ashburn, VA
Fort Worth, TX
Clifton Park, NY
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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