Juan
Uran Munoz
Touchstone Advisors Inc
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About this Advisor
Juan Uran Munoz is a financial advisor who works out of Cincinnati, Ohio who has 2 years of relevant experience. Uran Munoz is an advisor for Touchstone Advisors Inc. Throughout their career, they have worked at Black Horse Carriers, United Parcel Service, Edward Jones Investments, Howland Logistics, Cpc Logistics, University Of Cincinnati, Buffalo Wild Wings, Maketewah Country Club, Stonecreek Dining Company, Tarboro High School, New York Life Insurance Co, Nylife Securities LLC, Fidelity Brokerage Services, La Fitness, Amazon, Ifs Financial Services, Inc and Touchstone Securities. Uran Munoz holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Ohio. Touchstone Advisors Inc is a registered investment company operating out of Cincinnati, OH. It controls $24 billion in assets across its 40 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The company provides a few services, including portfolio management for investment companies and selection of other advisers. A financial advisor's fees largely are based on the services. Fees charged by Touchstone Advisors Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Touchstone Advisors Inc Brokerage Details
$23,643,699,112
83
40
$591,092,478
Investment Advisory Services
- Portfolio management for investment companies
- Selection of other advisers
Juan Uran Munoz Work History
Juan has been registered as a financial advisor for 2 years.*
Ifs Financial Services, Inc
Touchstone Securities
Fidelity Brokerage Services
La Fitness
Amazon
Black Horse Carriers
New York Life Insurance Co
Nylife Securities LLC
United Parcel Service
Edward Jones Investments
Howland Logistics
University Of Cincinnati
Cpc Logistics
Buffalo Wild Wings
Maketewah Country Club
Stonecreek Dining Company
Tarboro High 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 Uran Munoz 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 Touchstone Advisors Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Norwalk, CT
Cincinnati, OH
Cincinnati, OH
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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