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Diego Andres Jesam

LRZ CAPITAL LLC·MIAMI, Florida
Clean recordLRZ CAPITAL LLC
999 BRICKELL AVENUE, MIAMI, FL 33131CRD# 8008951Firm CRD# 333746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Diego Andres Jesam · MIAMI, FL
Registration
CRD #8008951 · LRZ CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Diego Andres Jesam is a registered financial advisor based in MIAMI, Florida, affiliated with LRZ CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LRZ CAPITAL LLC
LRZ CAPITAL LLC
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 8008951
Firm CRD# 333746
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diego Andres Jesam offer?
Diego Andres Jesam specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Diego Andres Jesam's credentials?
Diego Andres Jesam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diego Andres Jesam located?
Diego Andres Jesam is based in MIAMI, Florida, working with LRZ CAPITAL LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Diego Andres Jesam charge for services?
Diego Andres Jesam'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 LRZ CAPITAL LLC?
LRZ CAPITAL LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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