JD
Javier Diaz
Miami Lakes, FL
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CRD#: 6328315
JD
Professional summary
Javier Diaz, CFA, CFP® was a registered financial advisor .
Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Javier had worked at 3 firms .
Question & Answer
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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
October 1, 2025 - Present
Miami Lakes, FL
Past
February 28, 2022 - December 31, 2022
ACCESSIBLE FINANCIAL PLANNING
RIA
CRD#: 308182
ROCKVILLE, MD
Past
July 2, 2020 - December 31, 2021
ACCESSIBLE FINANCIAL PLANNING
RIA
CRD#: 308182
ROCKVILLE, MD
Past
March 26, 2018 - January 24, 2019
THE CONNEMARA GROUP, LLC
RIA
CRD#: 281262
ROCKVILLE, MD
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
Florida(10/1/2025)
Exams
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
