Jonatan I. Alvarez

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CRD#: 6596360

Professional summary

Being a previously registered professional could mean that this person 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.

Jonatan Isaac Alvarez, who also goes by Jonatan Alvarez, was a registered financial professional .

Jonatan is a previously registered financial professional and started their career in finance in 2016. Jonatan had worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jonatan Alvarez

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.

RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 8/1/2018, 0 HRS/MONTH, 0 HRS DURING TRADING. ///// Victoria Holdings LLC; Investment-related; Nature: Rental Property; Homestead, FL; Started: 7/25/2019; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 67% OWNERSHIP, START 9/1/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. ///// RENTAL PROPERTY; INV RELATED; HOMESTEAD, FL; 100% OWNERSHIP WITH SPOUSE; START 5/1/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. ///// Wise Creative Holdings LLC; Investment-related; Nature: Property Rental; Homestead, FL; Started: 6/24/2020; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 100% OWNERSHIP WITH SPOUSE, START 9/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. ///// 15220 Holdings LLC; Investment-related; Nature: Property Rental; Homestead, FL; Started: 8/16/2021; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 100% OWNERSHIP WITH SPOUSE, START 6/1/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING. ///// 14850 Holdings LLC; Investment-related; Nature: Rental Property; Homestead, FL ; Started: 4/22/2022; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////

Blog Corner

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®

None

Experience

Past

April 22, 2024 - May 20, 2025

GUERRA WEALTH ADVISORS

RIA

CRD#: 282409

MIAMI, FL

Past

April 14, 2023 - April 24, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MIAMI, FL

Past

April 12, 2023 - April 24, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MIAMI, FL

Past

October 11, 2021 - March 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

February 8, 2016 - March 23, 2023

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, 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".

GUERRA WEALTH ADVISORS

GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES

CRD#: 282409 / SEC#: 801-128924

RIA

Registered Investment Advisory firm - (11/15/2023 Approved)

Florida

Registered Investment Advisory firm - (12/31/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

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

State Security Law Exam

IAR

Series 66

Date: 11/30/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/17/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/24/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/8/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GUERRA WEALTH ADVISORS

GUERRA ADVISORS INC. | GUERRA WEALTH ADVISORS | GUERRA ADVISORY SERVICES

CRD#: 282409 / SEC#: 801-128924

RIA

Registered Investment Advisory firm - (11/15/2023 Approved)

Florida

Registered Investment Advisory firm - (12/31/2024 Terminated)

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Contact information

Main Address

6401 Sw 87 Avenue Suite 119, Miami, FL 33173

Mailing Address

Phone number

(305) 448-1011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/19/2025)

ADV PART 2A - GUERRA WEALTH ADVISORS (10/19/2025)

Regulatory assets under management

Total Number of Accounts	4,267
AUM (Assets Under Management)	$ 260,048,968

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.

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Firm Stability Insights

Jonatan I. Alvarez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

GUERRA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2020

Series 63

Date: 2/17/2016

Series 7TO

Date: 6/24/2020

SIE

Date: 10/1/2018

Series 6

Date: 2/8/2016

Current Firm

GUERRA WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GUERRA WEALTH ADVISORS

TRUST BUT VERIFY

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