JT
Jacobo L. Taurel Rimeris
ACTIVEST WEALTH MANAGEMENT
Aventura, FL 33180
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CRD#: 6488756
JT
Professional summary
Jacobo Leon Taurel Rimeris is a registered financial advisor currently at ACTIVEST WEALTH MANAGEMENT, LLC located in Aventura, Florida.
Jacobo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jacobo has worked at 1 firm and has passed the Series 65 exam.
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.
Jacob Taurel is the owner of Parnasa Lechaim LLC a non-investment related management consulting company located at 20281 E Country Club Dr, APT 611, Aventura, FL 33180 since August 2019. He devotes less than 10% of his professional time. Parnasa Lechaim LLC is the owner of 10% of Activest Wealth Management. It is a Holding company and doesn't participate in any other business activity. He is also the owner and a licensed agent of Life Insurance Arve LLC, an investment related company specializing in life insurance consulting where he advises clients on life insurance policies. He has participated in this capacity since March 2023. He spends approximately 2 hours a month on this activity, none of which are during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacobo Leon Taurel Rimeris'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®
NoneExperience
Current
June 5, 2015 - Present
ACTIVEST WEALTH MANAGEMENT, LLC
Office #1: 20900 Ne 30 Avenue Suite 311, Aventura, FL 33180RIA
CRD#: 156150
Aventura, FL
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".
AW
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150 / SEC#: 801-113430
RIA
Registered Investment Advisory firm - (6/14/2018 Approved)Florida
Registered Investment Advisory firm - (8/8/2018 Terminated)Texas
Registered Investment Advisory firm - (8/8/2018 Terminated)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(6/5/2015)
IAR
Texas(7/21/2016)
Current Firm
AW
ACTIVEST WEALTH MANAGEMENT, LLC
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150 / SEC#: 801-113430
RIA
Registered Investment Advisory firm - (6/14/2018 Approved)Florida
Registered Investment Advisory firm - (8/8/2018 Terminated)Texas
Registered Investment Advisory firm - (8/8/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20900 Ne 30 Avenue Suite 311, Aventura, FL 33180
Mailing Address
Phone number
(954) 399-8121
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,574 |
| AUM (Assets Under Management) | $ 1,016,538,348 |
Red Flags
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Company Information
ACTIVEST WEALTH MANAGEMENT, LLC
CRD#: 156150Aventura, FL 33180TRUST BUT VERIFY
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