JT
Juan M. Troncoso Iriarte
JT ASSET ALLOCATION LLC
BUENOS AIRES,
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CRD#: 6885651
JT
Professional summary
Juan Manuel Troncoso Iriarte is a registered financial advisor currently at JT ASSET ALLOCATION LLC .
Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Juan has worked at 1 firm .
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.
PBB Polisur Non investment related Blvd Cecilia Grierson 355 25� piso (C1107CPG) C.A.B.A. - C.A.B.A. - ARGENTINA Production Petrochemicals Treasurer Employee 05/01/2001 8 hours 4 hours In charge of general treasury activities, lead a group of 14 colleagues
CRS (Client Relationship Summary) - RIA
Click below to view Juan Manuel Troncoso Iriarte'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
June 19, 2024 - Present
JT ASSET ALLOCATION LLC
RIA
CRD#: 291390
BUENOS AIRES,
Past
November 3, 2022 - December 15, 2023
JT ASSET ALLOCATION LLC
RIA
CRD#: 291390
BUENOS AIRES,
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
Illinois(6/19/2024)
Exams
Current Firm
JA
JT ASSET ALLOCATION LLC
JT ASSET ALLOCATION LLC
CRD#: 291390 / SEC#: 801-117117
Illinois
Registered Investment Advisory firm - (11/3/2022 Approved)Michigan
Registered Investment Advisory firm - (6/30/2023 Terminated)Texas
Registered Investment Advisory firm - (10/31/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10441 163rd Place, Orlando Park, IL 60467
Mailing Address
Phone number
(312) 618-9298
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 2,776,244 |
Red Flags
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