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JU

Jesus Urrutia Grana

CENTRICA WEALTH MANAGEMENT
MIAMI, FL 33131
Some features on this profile are disabled
CRD#: 6850402
JU

Professional summary

Jesus Urrutia Grana, who also goes by Jesus Angel Urrutia Grana, Jesus Angel Urrutia Grana, is a registered financial advisor currently at CENTRICA WEALTH MANAGEMENT located in Miami, Florida and ACP SECURITIES, LLC located in Miami, Florida.

Jesus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jesus has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jesus Angel Urrutia Grana | Jesus Angel Urrutia Grana

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 Jesus Urrutia Grana's CRS (Customer Relationship Summary).
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

January 23, 2026 - Present

CENTRICA WEALTH MANAGEMENT

Office #1: 1200 Brickell Avenue Suite 1700b, Miami, FL 33131
RIA
CRD#: 335042
MIAMI, FL
Current

July 8, 2025 - Present

ACP SECURITIES, LLC

Office #1: 1200 Brickell Avenue Suite 1700, Miami, FL 33131
BD
CRD#: 139049
MIAMI, FL
Past

September 12, 2017 - April 8, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
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".
CW
CENTRICA WEALTH MANAGEMENT
ACTIVA FINANCIAL | CENTRICA WEALTH MANAGEMENT, LLC | CENTRICA WEALTH MANAGEMENT | CENTRICA FINANCIAL GROUP | ACTIVA FINANCIAL ADVISORS LLC

CRD#: 335042 / SEC#: 801-132188

RIA
Registered Investment Advisory firm - (3/14/2025 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/8/2025)
IAR
Florida
(1/23/2026)
RR
New York
(7/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/24/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/13/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/12/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CENTRICA WEALTH MANAGEMENT
ACTIVA FINANCIAL | CENTRICA WEALTH MANAGEMENT, LLC | CENTRICA WEALTH MANAGEMENT | CENTRICA FINANCIAL GROUP | ACTIVA FINANCIAL ADVISORS LLC

CRD#: 335042 / SEC#: 801-132188

RIA
Registered Investment Advisory firm - (3/14/2025 Approved)
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Contact information

Main Address
1200 Brickell Avenue Suite 1700b, Miami, FL 33131
Mailing Address
Phone number
(305) 686-7910
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CENTRICA WEALTH MANAGEMENT BROCHURE 2025 (5/13/2025)

Regulatory assets under management

Total Number of Accounts34
AUM (Assets Under Management)$ 475,788,672

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

CENTRICA WEALTH MANAGEMENT

CRD#: 335042Miami, FL 33131

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