Jose David Arango
Professional Summary
Jose David Arango, who also goes by Jose David Arango Perez, is a registered financial advisor currently at CIBEST CAPITAL ADVISORY SERVICES LLC and CIBEST CAPITAL SECURITIES, LLC located in Miami, Florida. Jose is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Jose has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jose David Arango Perez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL
Contact Information
Main Address
1221 Brickell Avenue Suite 2010, Miami, FL 33131Mailing Address
1221 Brickell Ave Suite 2010, Miami, FL 33131Phone Number
(786) 551-9122# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
462AUM (Assets Under Management)
$374,843,073Similar Advisors
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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.
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Primary Firm SEC Registration
BANCOLOMBIA CAPITAL ADVISERS LLC | GRUPO BANCOLOMBIA CAPITAL | CIBEST CAPITAL ADVISORY SERVICES LLC | CIBEST CAPITAL
State Registrations and Notice Filings
(11/1/2023)
(7/10/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jose David Arango's CRS (Customer Relationship Summary).
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