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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.

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.
The advisor shows no other business activity.

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)
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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 Accounts16
AUM (Assets Under Management)$ 1,343,192

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

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