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JA

Juan D. Arbelaez-calad

MMA ASSET MANAGEMENT
Saddlebrook, NJ 07663
Some features on this profile are disabled
CRD#: 7196887
JA
Juan David Arbelaez-caladMMA ASSET MANAGEMENT

Professional summary

Juan David Arbelaez-calad, who also goes by Juan David Arbelaezcalad, Juan Arbelaezcalad, is a registered financial advisor currently at MMA ASSET MANAGEMENT LLC located in Saddlebrook, New Jersey and MMA SECURITIES LLC located in Saddlebrook, New Jersey.

Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Juan has worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.

Aliases

Juan David Arbelaezcalad | Juan Arbelaezcalad

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 Juan David Arbelaez-calad'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

July 22, 2026 - Present

MMA ASSET MANAGEMENT LLC

Office #1: Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663
RIA
CRD#: 155426
Saddlebrook, NJ
Current

July 22, 2026 - Present

MMA SECURITIES LLC

Office #1: Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663
RIA
BD
CRD#: 44254
Saddlebrook, NJ
Current

July 21, 2026 - Present

MMA SECURITIES LLC

Office #1: Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663
RIA
BD
CRD#: 44254
Saddlebrook, NJ
Past

June 16, 2021 - June 29, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WESTFIELD, NJ
Past

June 15, 2021 - June 29, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WESTFIELD, NJ
Past

March 6, 2020 - April 23, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BERKELEY HEIGHTS, NJ

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".
MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA
Registered Investment Advisory firm - (11/10/2010 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
New Jersey
(7/21/2026)
IAR
New Jersey
(7/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/6/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/13/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MMA ASSET MANAGEMENT LLC
CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA
Registered Investment Advisory firm - (11/10/2010 Approved)
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Contact information

Main Address
161 Washington Street Suite 1200, Conshohocken, PA 19428
Mailing Address
1166 Avenue Of The Americas, New York, NY 10036
Phone number
(610) 684-3200
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MMA ASSET MANAGEMENT - INSTITUTIONAL FIRM BROCHURE 03.2025 (3/27/2025)
MMA ASSET MANAGEMENT - RETAIL FIRM BROCHURE 03.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts555
AUM (Assets Under Management)$ 715,242,096

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

MMA ASSET MANAGEMENT LLC

CRD#: 155426Saddlebrook, NJ 07663

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