JR
Javier F. Reyes Colon
ARKADIOS WEALTH ADVISORS
San Juan, PR 00920
Some features on this profile are disabled
CRD#: 3014365
JR
Professional summary
Javier F Reyes Colon, who also goes by Javier Fernando Reyes, Javier Reyes, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in San Juan, .
Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Javier has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Javier Fernando Reyes | Javier Reyes
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.
1. Mass Mutual, 25 Ave Ponce De Leon, Suite 1400, San Juan PR 00917, Investment related, Commission, Nature of business: Life an annuity, Title: agent, Started 11/17, 20hrs/month about 10hrs/month is during securities trading hrs, Duties: Estate planning, IRA business, annuity business. 2. Universal Life Insurance, 33 Calle Bolivia, San Juan PR 00930 Investment related, Commission, Nature of business: Life an annuity, Title: agent, Started 11/17, 20hrs/month about 10hrs/month is during securities trading hrs, Duties: Estate planning, IRA business, annuity business. 3. Select Wealth Advisors, 322 De Deigo Ave, Suite 202, San Juan, PR 00920, Investment related, DBA for advisory business, CEO started April 2018, devote 5 hours per month 0 hours per month during securities trading hours, Duties: Advisory business. 4. Smart Insurance, Non-Investment related, San Juan PR 00911, Life Insurance Agent started 1/2/2020, 10 hours/month outside of securities trading hours. 5. SWA Consulting LLC, Investment related, San Juan PR 00911, Nature of Business: Consultant, President started 10/1/2020, 40 hours/month outside of securities trading hours. Business Development, due diligence, research and analysis.
CRS (Client Relationship Summary) - RIA
Click below to view Javier F Reyes Colon'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
October 8, 2018 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 322 De Diego Suite 202, San Juan, PR 00920RIA
CRD#: 288863
San Juan, PR
Past
October 5, 2018 - December 31, 2023
ARKADIOS CAPITAL
BD
CRD#: 282710
San Juan, PR
Past
November 2, 2017 - November 2, 2018
ASCENDANT ALTERNATIVE STRATEGIES, LLC
BD
CRD#: 283881
WHITE PLAINS, NY
Past
September 20, 2017 - June 11, 2019
HARBOR LIGHT INVESTMENT ADVISORS, LLC
RIA
CRD#: 154599
San Juan, PR
Past
January 22, 2016 - October 9, 2017
PARITER WEALTH MANAGEMENT GROUP LLC
RIA
CRD#: 146622
GUAYNABO, PR
Past
January 15, 2015 - December 31, 2015
PARITER WEALTH MANAGEMENT GROUP LLC
RIA
CRD#: 146622
GUAYNABO, PR
Past
August 13, 2009 - December 31, 2014
PARITER WEALTH MANAGEMENT GROUP LLC
RIA
CRD#: 146622
GUAYNABO, PR
Past
October 21, 2008 - October 9, 2017
PARITER SECURITIES, LLC
BD
CRD#: 127836
GUAYNABO, PR
Past
March 2, 2001 - September 2, 2009
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
GUAYNABO, PR
Past
October 5, 1998 - February 14, 2001
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
March 2, 1998 - October 13, 1998
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
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".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 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.Highlighted states indicate IAR registrations
IAR
Puerto Rico(10/26/2018)
IAR
Texas(10/8/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
