Lina Juyo

PROSHARE ADVISORS LLC

Bethesda, MD 20814

Some features on this profile are disabled

CRD#: 6465152

Professional summary

Lina Juyo, who also goes by Lina Juyo-jaramillo, Lina Jaramillo, Lina Maria Juyo, is a registered financial advisor currently at PROSHARE ADVISORS LLC located in Bethesda, Maryland and PROFUNDS DISTRIBUTORS, INC. located in Bethesda, Maryland.

Lina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Lina has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lina Juyo-Jaramillo | Lina Jaramillo | Lina Maria Juyo

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.

Luxury Travel Co, MD, started 6/2023, non investment related, travel planning services,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lina Juyo'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®

None

Experience

Current

May 1, 2024 - Present

PROSHARE ADVISORS LLC

Office #1: 7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

RIA

CRD#: 134155

Bethesda, MD

Current

May 6, 2024 - Present

PROFUNDS DISTRIBUTORS, INC.

Office #1: 7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

CRD#: 19541

Bethesda, MD

Past

March 23, 2021 - June 20, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHEVY CHASE, MD

Past

March 23, 2021 - June 20, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHEVY CHASE, MD

Past

December 26, 2020 - March 15, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Arlington, VA

Past

May 7, 2020 - March 15, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Arlington, VA

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".

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(5/6/2024)

IAR

Maryland
(5/1/2024)

Maryland
(5/6/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/26/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/6/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/1/2019

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PROSHARE ADVISORS LLC

PROSHARE ADVISORS LLC | XTRASHARE ADVISORS LLC

CRD#: 134155 / SEC#: 801-64181

RIA

Registered Investment Advisory firm - (4/14/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814

Mailing Address

Phone number

(240) 497-6400

Established

Firm type

Fiscal year end

# of Employees

104

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 74,000,000,000

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lina Juyo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lina Juyo's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFUNDS DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

PROSHARE ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/26/2020

Series 7TO

Date: 5/6/2020

SIE

Date: 5/1/2019

FINRA

Current Firm

PROSHARE ADVISORS LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

PROSHARE ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors