JO
Javier A. Ojeda Garcia
UYANA PARTNERS LLC
Zurich, 8002
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CRD#: 7580049
JO
Professional summary
Javier Alberto Ojeda Garcia is a registered financial advisor currently at UYANA PARTNERS LLC .
Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Javier 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.
Insignium Wealth Management AG; Beeithovenstrasse 41, 8002 Zurich, Switzerland; investment related; Relationship Manager since 09/2016; 2 hours per day devoted to this business during trading hours. Alpina Brands Gmbh; not-investment related; Chamerstrassee 172 6300 Zug, Switzerland; Head of Operations and Accounting since 03/2021; 1 to 2 hours per day devoted, but not during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Javier Alberto Ojeda Garcia'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
October 12, 2022 - Present
UYANA PARTNERS LLC
Office #1: Beethovenstrasse 41, Zurich 8002RIA
CRD#: 300280
Zurich,
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(10/12/2022)
Current Firm
UP
UYANA PARTNERS LLC
INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC
CRD#: 300280 / SEC#: 801-134808
Florida
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Contact information
Main Address
1450 Brickell Avenue Suite 2130, Miami, FL 33131
Mailing Address
Phone number
(786) 238-4314
Established
Firm type
Fiscal year end
# of Employees
7
Documents
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 109,287,018 |
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.
