Unclaimed Profile

Jose Biton

WM PARTNERS, LP·AVENTURA, Florida

Series 65Clean record23 years registeredWM PARTNERS, LP

21500 BISCAYNE BLVD, AVENTURA, FL 33180CRD# 4605856Firm CRD# 235788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jose Biton · AVENTURA, FL

Registration

CRD #4605856 · WM PARTNERS, LP · 23 years registered

Brand Profile

Not yet started

Career History

ALBION FINANCIAL GROUP

Nov 2002 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 5, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WM PARTNERS, LP

CRD 235788 · SEC 801-100337

AUM

$1.1B

Regulatory assets under management

Employees

13 client accounts

Services offered by WM PARTNERS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WM PARTNERS, LP →

Introduction

Speak with Jose

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jose is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in AVENTURA?

Browse all registered financial advisors in AVENTURA, Florida or claim this profile if it's yours.

Browse AVENTURA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jose Biton offer?

Jose Biton specializes in Retirement Planning. Contact their office in AVENTURA, Florida for a consultation.

What are Jose Biton's credentials?

Jose Biton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Biton located?

Jose Biton is based in AVENTURA, Florida, working with WM PARTNERS, LP. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Jose Biton charge for services?

Jose Biton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WM PARTNERS, LP?

WM PARTNERS, LP has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →