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Jacobo Leon Taurel Rimeris

ACTIVEST WEALTH MANAGEMENT, LLC·AVENTURA, Florida
Series 65Clean record11 years registeredACTIVEST WEALTH MANAGEMENT, LLC
20900 NE 30 AVENUE, AVENTURA, FL 33180CRD# 6488756Firm CRD# 156150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacobo Leon Taurel Rimeris · AVENTURA, FL
Registration
CRD #6488756 · ACTIVEST WEALTH MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ACTIVEST WEALTH MANAGEMENT, LLC
Jun 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACTIVEST WEALTH MANAGEMENT, LLC
CRD 156150 · SEC 801-113430
AUM
$957M
Regulatory assets under management
Employees
12
1,181 client accounts
Services offered by ACTIVEST WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACTIVEST WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Jacobo Leon Taurel Rimeris offer?
Jacobo Leon Taurel Rimeris specializes in Financial Planning, Investment Management. Contact their office in AVENTURA, Florida for a consultation.
What are Jacobo Leon Taurel Rimeris's credentials?
Jacobo Leon Taurel Rimeris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacobo Leon Taurel Rimeris located?
Jacobo Leon Taurel Rimeris is based in AVENTURA, Florida, working with ACTIVEST WEALTH MANAGEMENT, LLC. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.
How does Jacobo Leon Taurel Rimeris charge for services?
Jacobo Leon Taurel Rimeris's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACTIVEST WEALTH MANAGEMENT, LLC?
ACTIVEST WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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