AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JC

Julio J. Cintron

ESI ADVISORS
PONCE, PR 00731
Some features on this profile are disabled
CRD#: 6650530
JC

Professional summary

Julio Javier Cintron, who also goes by Julio Javier Cintron Mr., is a registered financial advisor currently at ESI ADVISORS located in Ponce, .

Julio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Julio has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julio Javier Cintron Mr.

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.
I am currently engaged in two other businesses as follows: 1. Crowley Caribbean Logistics - Address: Centro Inter Mercadeo # 11, Guaynabo, PR 00968 - Nature: Logistics and Supply of Liquefied Natural Gas Supply. Not an investment-related business. - Position: Operations Manager - Provide business development and management support to Crowley LNG supply in PR. - Start Date: October 2014 - # of Hours: Full Time - # of Hours during Securities Trading Hours: 8 hrs / day 2. Personal Business Financial Solutions (PBF Solutions) - Address: Urb. Venus Gardens, 1731 Calle Istar, San Juan, PR 00926 - Nature: Insurance Agency - Position: Financial Professional - Sales agent of term insurance and fixed annuities. Investment- Related business. - Start Date: March 2014 - # of Hours: 2-4 hours per month - # of Hours during Securities Trading Hours: 0 hrs / day

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julio Javier Cintron'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

June 30, 2016 - Present

ESI ADVISORS

Office #1: Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731
RIA
CRD#: 283973
PONCE, PR

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
Puerto Rico
(6/30/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/2/2016
Uniform Investment Adviser Law Examination

Current Firm

EA
ESI ADVISORS
CINTRON, JULIO JAVIER | ESI ADVISORS

CRD#: 283973 / SEC#:

Puerto Rico
Registered Investment Advisory firm - (6/30/2016 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
Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731
Mailing Address
Phone number
(787) 647-9843
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 1,296,864

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.

Company Information

ESI ADVISORS

CRD#: 283973Ponce, PR 00731

TRUST BUT VERIFY

Monitor Julio Cintron

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SB
Shayne BeecherAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Lancaster, PA
Douglas Maurice Applegate
Douglas ApplegateAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Centennial, CO
MW
Moira WilkinsAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Moline, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.