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JC

Julio Javier Cintron

ESI ADVISORS
PONCE, PR
·CRD# 6650530·10 years experience

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, undefined. 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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Julio Javier Cintron Mr.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

ESI ADVISORS·CRD# 283973
RIA
Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731
June 30, 2016 - Present

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Current Firm

EA
ESI ADVISORS

CINTRON, JULIO JAVIER | ESI ADVISORS

CRD#: 283973
Puerto Rico
Registered Investment Advisory firm - Puerto Rico (6/30/2016 Approved)

Contact Information

Main Address

Urb. Terra Senorial, Menorca St. 116, Ponce, PR 00731

Phone Number

(787) 647-9843

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

16

AUM (Assets Under Management)

$1,343,192

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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

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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.
IAR
Puerto Rico
(6/30/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2016About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Julio Javier Cintron's CRS (Customer Relationship Summary).

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