Unclaimed Profile

John Carlos Salas

INCASA LLC·MIAMI, Florida

SIE, Series 6, Series 7, Series 26, Series 63, Series 6524 years registeredINCASA LLC

333 SE 2ND AVE, MIAMI, FL 33131CRD# 2805792Firm CRD# 174058

Profile Verification

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

Identity

John Carlos Salas · MIAMI, FL

Registration

CRD #2805792 · INCASA LLC · 24 years registered

Brand Profile

Not yet started

Career History

PARADIGM INVESTMENT MANAGEMENT

Dec 2025 – present

INCASA LLC

Aug 2015 – Dec 2019

MIAMI, FL

PARADIGM PARTNERS CAPITAL MANAGEMENT

Aug 2015 – Dec 2023

MIAMI, FL

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Aug 2015 – May 2017

MIAMI, FL

BOLTON GLOBAL ASSET MANAGEMENT

Sep 2009 – Dec 2014

SHELTON, CT

WELLS FARGO ADVISORS, LLC

Apr 2005 – Sep 2009

NEW YORK, NY

CHASE INVESTMENT SERVICES CORP.

Sep 2001 – May 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 65

Registration record

First registered · September 7, 2001

Years registered · 24

Disclosure History

2010Customer Dispute·Settled

2009Customer Dispute·Denied

2008Customer Dispute·Denied

2006Customer Dispute·Denied

2006Customer Dispute·Settled

2005Customer Dispute·Denied

2005Customer Dispute·Settled

2004Customer Dispute·Denied

2000Customer Dispute·Settled

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INCASA LLC

CRD 174058 · SEC 801-80811

AUM

$548M

Regulatory assets under management

Employees

7 client accounts

Services offered by INCASA LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at INCASA LLC →

Introduction

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Frequently Asked Questions

What services does John Carlos Salas offer?

John Carlos Salas specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are John Carlos Salas's credentials?

John Carlos Salas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Carlos Salas located?

John Carlos Salas is based in MIAMI, Florida, working with INCASA LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does John Carlos Salas charge for services?

John Carlos Salas'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 INCASA LLC?

INCASA LLC has approximately 2 employees and manages $548M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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