OV
Oscar A. Varona
CJW CAPITAL
Miami, FL
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CRD#: 6850980
OV
Professional summary
Oscar Alejandro Varona is a registered financial advisor currently at CJW CAPITAL, LLC located in Miami, Florida.
Oscar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Oscar has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
OSCAR A. VARONA PA, INVESTMENT-RELATED, MIAMI FL, INSURANCE, DIRECTOR, 01/2017, 120-160 HRS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Oscar Alejandro Varona'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®
NoneExperience
Current
November 3, 2017 - Present
CJW CAPITAL, LLC
RIA
CRD#: 206514
Miami, FL
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
Florida(11/3/2017)
Current Firm
CC
CJW CAPITAL, LLC
CJW CAPITAL | WIESEHAN, CHRISTOPHER JOHN | WIESEHAN ASSET MANAGEMENT COMPANY, LLC | WIESEHAN ASSET MANAGEMENT COMPANY | VARONA CAPTIAL | SMEDLEY CAPITAL | CJW CAPITAL, LLC
CRD#: 206514 / SEC#:
Florida
Registered Investment Advisory firm - (10/30/2017 Approved)Illinois
Registered Investment Advisory firm - (8/20/2015 Approved)Michigan
Registered Investment Advisory firm - (7/11/2019 Approved)Missouri
Registered Investment Advisory firm - (3/4/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Chicago, IL
Mailing Address
Phone number
(312) 852-4054
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 352 |
| AUM (Assets Under Management) | $ 50,328,670 |
Red Flags
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