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JL

Javier Lopez Casado Mr.

CRD# 5866057·Registered 2011 - 2024
Previously Registered: Being a previously registered professional could mean that Javier is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Javier Lopez Casado MR., who also goes by Javier Lopez Casado, was a registered financial advisor. Javier was a previously registered financial professional and started their career in finance 2011 - 2024. Javier had worked at 1 firm and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Javier Lopez Casado

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

FINACCESS ADVISORS LLC·CRD# 150697
RIA
Miami, FL
July 25, 2011 - June 3, 2024

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Current Firm

FA
FINACCESS ADVISORS LLC

FINACCESS ADVISORS LLC | FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC | FINACCESS ADVISORS, LLC

CRD#: 150697 / SEC#: 801-71013
RIA
Registered Investment Advisory firm - SEC (12/17/2009 Approved)

Contact Information

Main Address

1111 Brickell Avenue Suite 2600, Miami, FL 33131

Phone Number

(305) 377-1112

# of Employees

13

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FINACCESS ADVISORS FORM ADV BROCHURE (3/26/2026)

Regulatory Assets Under Management

Total Number of Accounts

160

AUM (Assets Under Management)

$4,113,584,758

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) Protector of a US Trust called Diluma Trust; Non-Investment Related; Address: 501 Carr Road, Suite 100, Wilmington, DE 19809; Nature of Business: Fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries; Start Date: June 2013; Time devoted: 6 hr/month; Duties: Provide advice in benefit of the beneficiaries of the trust; 2) Member of the board of trustees of Fundacion Cerezales; Non Investment Related; Address: Antonino Fernandez Street, 76, 24150 Cerezales del Condado, León, Spain; Nature of Business: Non-profit organization dedicated to the development of our homeland and the transfer of knowledge through two channels: cultural productions and ethno-education; Start Date: September 2011; Time devoted: 6 hrs/month; Duties: Provide advice. 3) Treasurer of Fundacion Cepa Gonzalez Diez; Non Investment Related; Address: Suero de Quiñones Avenue, 8, 24002 León, Spain; Nature of Business: Non-profit organization that promotes a model of business that supports an inclusive and intercultural society that facilitates job access to the most vulnerable people in our society; Start Date: July 2013;Time devoted: 6 hrs/month; Duties: Provide advice. 4) President of Fundacion Soltra, Non Investment Related; Address: Virgen del Camino, Monseñor Ramón Zubieta Street, 9, La Virgen del Camino 24198 León, Nature of Business: Non-profit organization that hires and trains handicapped individuals and places them in local companies; Start Date: March 2017; Time devoted: 6 hrs/month; Duties: Provide advice. 5) Sole Administrator for Finaccess Estrategia S.L.; Non Investment Related; Address: Nuñez de Balboa 9, Primero Derecho, 28001, Madrid, Spain; Nature of Business: Provide administrative services between the companies; Start Date: April 2014; Time devoted: 6 hrs/month; Duties: Provide advice. 6) Board Member in Inmobiliaria Colonial SOCIMI SA; Non Investment Related; Address: Diagonal, 532, Avenue · 08006 Barcelona; Nature of Business: Spanish multinational corporation, which includes companies in the domains of real estate; Start Date: May 2018; Time devoted: 6 hrs/month; Duties: Provide advice. 7)Board Member in Grupo Finaccess SAPI de CV; Non-Investment Related; Address: Homero 1500 - 202 Avenue, Polanco, Polanco II Secc, 11540 Ciudad de México, CDMX, Mexico; Nature of Business: An investment company that manages equity, offers a select diversity of services, and includes several companies, each specialists in their own field; Start Date: September 2013; Time devoted: 6 hrs/month; Duties: Provide advice. 8) Board Member in Fundacion Residencia Vegaquemada; Non Investment Related; Address: Calle Real, 0, Street 24152 Vegaquemada, León, Spain; Nature of Business: Non-profit organization that provides support to elderly people; Start Date: July 2018; Time devoted: 6 hrs/month; Duties: provide advice. 9) Board Member in Finaccess Value A.V., S.A. Sociedad Unipersonal; Investment Related; Address: Nuñez de Balboa 9, Primero Izquierda, 28001, Madrid, Spain; Nature of Business: Regulated Spanish Investment Adviser; Start Date: February 26 2021; Time devoted: 1-2 hrs/month; Duties: serve as Board Member to the entity. 10) Board Member in Fundación Antonino y Cinia AC, Address Calle del Sol 6402, Colonia Concepción la Cruz San Andrés Cholula Puebla 72810 México Start Date: 2020; Time devoted: 1-2 hrs/month. Duties: board member. 11) President of Board of Directors Soltra SL located at receives Virgen del Camino, Monseñor Ramón Zubieta Street, 9, La Virgen del Camino 24198 León Start Date: March 2017; Time devoted: 6 hrs/month. Duties: board member. 12) President Cinia de Mexico SA de CV. Address: Calle Del Sol 6402, Colonia Concepción la Cruz San Andrés Cholula Puebla 72810 México; Start Date: 2020; Time devoted: 1-2 hrs/month; Duties: provides advice

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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".
FA
FINACCESS ADVISORS LLC

FINACCESS ADVISORS LLC | FINACCESS GLOBAL WEALTH & ASSET MANAGEMENT, LLC | FINACCESS ADVISORS, LLC

CRD#: 150697 / SEC#: 801-71013
RIA
Registered Investment Advisory firm - SEC (12/17/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2011About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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