Jon Paul Espinoza
Professional summary
Jon Paul Espinoza, who also goes by Jon Paul Espinosa, is a registered financial advisor currently at B1 FINANCIAL located in Aventura, Florida.
Jon Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jon Paul has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jon Paul Espinoza's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2026 - Present
B1 FINANCIAL
Office #1: 19505 Biscayne Blvd Suite 2350, Aventura, FL 33180January 22, 2013 - October 7, 2025
EAGLE STRATEGIES LLC
July 15, 2011 - October 7, 2025
NYLIFE SECURITIES LLC
October 11, 2010 - May 3, 2011
PARK AVENUE SECURITIES LLC
September 16, 2009 - May 3, 2011
PARK AVENUE SECURITIES LLC
January 9, 2003 - September 2, 2009
MML INVESTORS SERVICES, LLC
May 4, 2000 - December 6, 2002
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2026)
Exams
Current Firm
B1 FINANCIAL
CRD#: 323539 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 39,729,986 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
B1 FINANCIAL
CRD#: 323539Aventura, FL 33180TRUST BUT VERIFY
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