JC
Jose M. Crespi Iglesias
LYON BERN
San Juan, PR 00918
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CRD#: 7220840
JC
Professional summary
Jose M Crespi Iglesias is a registered financial advisor currently at LYON BERN, LLC located in San Juan, .
Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jose 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jose M Crespi Iglesias'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
March 6, 2020 - Present
LYON BERN, LLC
Office #1: 252 Ponce De Leon Avenue Suite 1403, San Juan, PR 00918RIA
CRD#: 301277
San Juan, 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(3/6/2020)
Current Firm
LB
LYON BERN, LLC
LYON BERN, LLC
CRD#: 301277 / SEC#:
Puerto Rico
Registered Investment Advisory firm - (3/6/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
252 Ponce De Leon Avenue Suite 1403, San Juan, PR 00918
Mailing Address
Phone number
(787) 238-6525
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 63,604,340 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
