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Isai Juarez

NEST EGG ETFS, LLC·DOWNEY, California
SIE, Series 6, Series 7TO, Series 63, Series 65Clean record7 years registeredNEST EGG ETFS, LLC
8141 2ND STREET, DOWNEY, CA 90241CRD# 6168124Firm CRD# 332971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Isai Juarez · DOWNEY, CA
Registration
CRD #6168124 · NEST EGG ETFS, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

JOURNEY EQUITY WEALTH MANAGEMENT LLC
May 2025 – present
NESTYIELD ETFS
Nov 2024 – Jun 2025
DOWNEY, CA
CENTAURUS FINANCIAL, INC.
May 2019 – May 2025
DOWNEY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · May 31, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEST EGG ETFS, LLC
CRD 332971 · SEC 801-131316
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Services offered by NEST EGG ETFS, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at NEST EGG ETFS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Isai Juarez offer?
Isai Juarez specializes in Investment Management, Fee-Only Advisory. Contact their office in DOWNEY, California for a consultation.
What are Isai Juarez's credentials?
Isai Juarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isai Juarez located?
Isai Juarez is based in DOWNEY, California, working with NEST EGG ETFS, LLC. Their office serves clients in the DOWNEY metropolitan area and surrounding communities.
How does Isai Juarez charge for services?
Isai Juarez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEST EGG ETFS, LLC?
NEST EGG ETFS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEST EGG ETFS, LLC

Manuel Ramos
DOWNEY, CA
ChFC

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Research
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