Felipe Jaramillo
Professional summary
Felipe Jaramillo, CFA, who also goes by Felipe Jaramillo Reveiz, is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Miami, Florida and BLACKROCK INVESTMENTS, LLC located in Miami, Florida.
Felipe is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Felipe has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Felipe Jaramillo's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2025 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 701 Brickell Ave Suite 1250, Miami, FL 33131July 29, 2025 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 701 Brickell Ave Suite 1250, Miami, FL 33131August 22, 2017 - October 28, 2019
BALLESTAS ADVISORS
December 3, 2015 - October 28, 2019
BOLTON SECURITIES CORPORATION
May 18, 2015 - October 28, 2019
BOLTON GLOBAL CAPITAL
October 14, 2011 - January 25, 2013
INTERBOLSA SECURITIES, LLC
Primary Firm SEC Registration
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/23/2025)
(9/23/2025)
(9/29/2025)
(9/24/2025)
(9/24/2025)
(9/24/2025)
(9/25/2025)
(10/10/2025)
(9/23/2025)
(7/30/2025)
(9/23/2025)
(9/24/2025)
(10/21/2025)
(9/24/2025)
(9/24/2025)
(9/24/2025)
Exams
FINRA
Current Firm
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48,659 |
| AUM (Assets Under Management) | $ 508,159,772,327 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 10/24/2024 | ||
| 01/26/2024 |
Red Flags
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Company Information
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928Miami, FL 33131TRUST BUT VERIFY
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