Jose Cabrera
INSIGNEO ADVISORY SERVICES | Managing Director
Coral Gables, FL 33134
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CRD#: 2486923
Professional summary
Jose Cabrera is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Coral Gables, Florida and INSIGNEO SECURITIES, LLC located in Coral Gables, Florida.
Jose is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jose has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Biography
With a steadfast commitment to excellence and large-scale capabilities to meet our clients every financial need, our high caliber team has provided our clients with an asset management experience apart from the ordinary for over 100 years collectively. I, myself, have been in the industry for over 25 years.
Our team has focused on the financial needs of individuals, families, endowments and foundations, family offices, businesses, and institutions in the United States and countries all over the world. With a strong commitment to excellence and commitment to placing our clients first, our well-regarded, dynamic team has been able to proactively serve our clients’ with a hands-on, personalized approach to meet their financial needs and exceed their expectations. Each member of our team, 13 strong, views ourselves as architects of our clients financial future and strive to continuously raise the bar in our industry with our unrelenting pursuit of placing our clients first and extending our capabilities in our ever-evolving industry.
Question & Answer
What are your service offerings?
Financial planning
Insurance
Trust & estate planning
Institutional consulting
Philanthropic services
Trading individual securities
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jose Cabrera's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 18, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 3011 Ponce De Leon, Suite 1410 Coral Gables, Fl, U Suite 1410, Coral Gables, FL 33134Office #2: 3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134RIA
CRD#: 282589
Coral Gables, FL
Current
November 18, 2025 - Present
INSIGNEO SECURITIES, LLC
Office #1: 3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134BD
CRD#: 29249
Coral Gables, FL
Past
June 8, 2015 - November 20, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
CORAL GABLES, FL
Past
May 29, 2015 - November 20, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
CORAL GABLES, FL
Past
June 1, 2009 - June 5, 2015
MORGAN STANLEY
RIA
CRD#: 149777
MIAMI, FL
Past
June 1, 2009 - June 5, 2015
MORGAN STANLEY
BD
CRD#: 149777
MIAMI, FL
Past
September 30, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
MIAMI, FL
Past
September 30, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
MIAMI, FL
Past
January 5, 1996 - October 8, 1999
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
June 28, 1994 - January 11, 1996
M. J. WHITMAN, INC.
BD
CRD#: 27870
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INSIGNEO ADVISORY SERVICES, LLC
1202 WEALTH MANAGEMENT | TRANSATLANTIC INVESTMENT PARTNERS, LLC | THE PRIVATE WEALTH GROUP | THE BAY WEALTH GROUP | TENET GLOBAL ADVISORS | STONE CAPITAL MANAGEMENT | SAILBRIDGE WEALTH MANAGEMENT | RONIN CAPITAL | REL CAPITAL ADVISORS | PRUDENT WEALTH ADVISERS | PLUTUS PRIVATE WEALTH | PHOENIX PRIVATE CLIENT GROUP | MVR WEALTH MANAGEMENT | MVP WEALTH MANAGEMENT | LEGACY ADVISORY GROUP | INSIGNEO ADVISORY SERVICES, LLC | HONEST WEALTH, LLC | HILLGUARD WEALTH MANAGEMENT LLC | GREEN GROVE WEALTH MANAGEMENT, LLC | GLOBAL INVESTOR ADVISORY SERVICES, LLC | GAP WEALTH MANAGEMENT | FORTIS PRIVATE WEALTH ADVISORS | FIORE CAPITAL ADVISOR LLC | EMERALD WEALTH ADVISORS | DM WEALTH MANAGEMENT GROUP | DIAZ-BAZAN ASSET MANAGEMENT LLC | DIAZ-BAZAN ASSET MANAGEMENT | CARRILLO WEALTH MANAGEMENT | BORRELI CAPITAL MANAGEMENT | BAYFRONT GROUP, LLC | AVENTURA PRIVATE WEALTH, LLC | ARS PRIVATE WEALTH MANAGEMENT, LLC | AIRES CAPITAL ADVISORS, LLC | AC GLOBAL INVESTMENT PARTNERS | A PLUS CAPITAL,LLC
CRD#: 282589 / SEC#: 801-107256
RIA
Registered Investment Advisory firm - (2/22/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/18/2025)
RR
Florida(11/18/2025)
IAR
Florida(1/30/2026)
RR
Georgia(11/18/2025)
IAR
Georgia(11/19/2025)
RR
Puerto Rico(11/18/2025)
RR
South Carolina(11/18/2025)
IAR
South Carolina(12/26/2025)
RR
Texas(11/18/2025)
IAR
Texas(11/18/2025)
RR
Virginia(11/18/2025)
IAR
Virginia(2/3/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INSIGNEO ADVISORY SERVICES, LLC
1202 WEALTH MANAGEMENT | TRANSATLANTIC INVESTMENT PARTNERS, LLC | THE PRIVATE WEALTH GROUP | THE BAY WEALTH GROUP | TENET GLOBAL ADVISORS | STONE CAPITAL MANAGEMENT | SAILBRIDGE WEALTH MANAGEMENT | RONIN CAPITAL | REL CAPITAL ADVISORS | PRUDENT WEALTH ADVISERS | PLUTUS PRIVATE WEALTH | PHOENIX PRIVATE CLIENT GROUP | MVR WEALTH MANAGEMENT | MVP WEALTH MANAGEMENT | LEGACY ADVISORY GROUP | INSIGNEO ADVISORY SERVICES, LLC | HONEST WEALTH, LLC | HILLGUARD WEALTH MANAGEMENT LLC | GREEN GROVE WEALTH MANAGEMENT, LLC | GLOBAL INVESTOR ADVISORY SERVICES, LLC | GAP WEALTH MANAGEMENT | FORTIS PRIVATE WEALTH ADVISORS | FIORE CAPITAL ADVISOR LLC | EMERALD WEALTH ADVISORS | DM WEALTH MANAGEMENT GROUP | DIAZ-BAZAN ASSET MANAGEMENT LLC | DIAZ-BAZAN ASSET MANAGEMENT | CARRILLO WEALTH MANAGEMENT | BORRELI CAPITAL MANAGEMENT | BAYFRONT GROUP, LLC | AVENTURA PRIVATE WEALTH, LLC | ARS PRIVATE WEALTH MANAGEMENT, LLC | AIRES CAPITAL ADVISORS, LLC | AC GLOBAL INVESTMENT PARTNERS | A PLUS CAPITAL,LLC
CRD#: 282589 / SEC#: 801-107256
RIA
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Contact information
Main Address
1221 Brickell Avenue 27th Floor, Miami, FL 33131
Mailing Address
Phone number
(305) 373-9000
Established
Firm type
Fiscal year end
# of Employees
197
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,142 |
| AUM (Assets Under Management) | $ 3,612,629,819 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INSIGNEO ADVISORY SERVICES, LLC
Managing DirectorCRD#: 282589Coral Gables, FL 33134TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
