JL
Jose E. Linares Blasini
CAF INVESTMENTS LLC
GUAYNABO, PR 00969
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CRD#: 7014193
JL
Professional summary
Jose Enrique Linares Blasini, who also goes by Jose E Linares Blasini, is a registered financial advisor currently at CAF INVESTMENTS LLC located in Guaynabo, .
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jose has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jose E Linares Blasini
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.
1) AUTHORIZED REPRESENTATIVE; INSURANCE AGENT; INVESTMENT RELATED: YES; 322 CALLE VIOLETA CAGUAS PUERTO RICO 00725 UNITED STATES; INSURANCE AGENT LICENSED FOR LIFE AND HEALTH INSURANCE; SERVICE CLIENTS AS INSURANCE AGENT; START DATE: 2022-06-24; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 2; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1 2) Jose Enrique Linares Blasini is Sr Engineering Consultant at Linares Blasini Consulting; Is the business investment related: No; Location of the business: 322 Violeta, Urb Lomas de la Serrania Caguas PR 00725; Description of the business: Engineering Consulting Services; Responsibilities Duties: Industrial Engineering and Data Analytics Services provided depending on needs of clients; Start date with business: 2024-01-01; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 80; 3) Amgen; Sr Engineer; Non Investment Related; PR-31 Juncos Puerto Rico 00777; Description: Amgen Inc. (formerly Applied Molecular Genetics Inc.) is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California.; Responsibilities; The role involves providing Industrial Engineering and Data Analytics Services as part of the Engineering Digital Technology Team as well as the Sustainability Team; Start date: 2024-07-22; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 85.
CRS (Client Relationship Summary) - RIA
Click below to view Jose Enrique Linares Blasini'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
February 1, 2022 - Present
CAF INVESTMENTS LLC
Office #1: Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969RIA
CRD#: 313629
GUAYNABO, PR
Past
April 10, 2019 - November 8, 2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
GUAYNABO, PR
Past
November 2, 2018 - November 8, 2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
GUAYNABO, 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(2/1/2022)
IAR
Texas(6/27/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CAF INVESTMENTS LLC
CAF INVESTMENTS LLC
CRD#: 313629 / SEC#:
Florida
Registered Investment Advisory firm - (11/7/2023 Approved)Puerto Rico
Registered Investment Advisory firm - (2/1/2022 Approved)Texas
Registered Investment Advisory firm - (6/17/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Avenida Esmeralda #5, Second Floor, Guaynabo, PR 00969
Mailing Address
Hc 01 Box 5244, Canovanas, PR 00729
Phone number
(787) 206-1637
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 36,873,316 |
Red Flags
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Company Information
CAF INVESTMENTS LLC
CRD#: 313629Guaynabo, PR 00969TRUST BUT VERIFY
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