AJ
Andreas D. Juarez
JUAREZ, ANDREAS
Perrysburg, OH
CRD#: 8126240
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AJ
Andreas Daniel JuarezJUAREZ, ANDREAS
Professional summary
Andreas Daniel Juarez is a registered financial advisor currently at JUAREZ, ANDREAS located in Perrysburg, Ohio.
Andreas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andreas 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 Andreas Daniel Juarez'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 3, 2025 - Present
JUAREZ, ANDREAS
RIA
CRD#: 337687
Perrysburg, OH
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
Ohio(9/3/2025)
Current Firm
JA
JUAREZ, ANDREAS
JUAREZ, ANDREAS | MIDWEST GUIDANCE LLC
CRD#: 337687 / SEC#:
Ohio
Registered Investment Advisory firm - (8/25/2025 Approved)Loading...
Contact information
Main Address
Perrysburg, OH
Mailing Address
Phone number
(419) 265-6006
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 5,700 |
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.
