JB
Jacob A. Bengio
GIOBEN CAPITAL LLC
Aventura, FL
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CRD#: 7421887
JB
Professional summary
Jacob Allan Bengio is a registered financial advisor currently at GIOBEN CAPITAL LLC located in Aventura, Florida.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacob 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 Jacob Allan Bengio'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
September 15, 2021 - Present
GIOBEN CAPITAL LLC
RIA
CRD#: 316169
Aventura, 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(9/15/2021)
Current Firm
GC
GIOBEN CAPITAL LLC
GIOBEN CAPITAL LLC
CRD#: 316169 / SEC#:
Florida
Registered Investment Advisory firm - (9/15/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Aventura, FL
Mailing Address
Phone number
(561) 510-6737
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 5,870,498 |
Red Flags
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