Claim Profile
Unclaimed Profile
JC

Jaime Antonio Casellas

JAC ADVISORS, LLC·GUAYNABO, Puerto Rico
SIE, Series 7, Series 63, Series 6516 years registeredJAC ADVISORS, LLC
PMB 335 JUAN C BORBON, GUAYNABO, PR 00969CRD# 2338369Firm CRD# 329700

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaime Antonio Casellas · GUAYNABO, PR
Registration
CRD #2338369 · JAC ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: JAC ADVISORS, LLC
Mar 2010 – Feb 2016
San Juan, PR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 25, 2010
Years registered · 16
03

Disclosure History

2019Customer Dispute·Award / Judgment
2019Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

Speak with Jaime

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

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

Looking for a financial advisor in GUAYNABO?

Browse all registered financial advisors in GUAYNABO, Puerto Rico or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Jaime Antonio Casellas offer?
Jaime Antonio Casellas is a registered financial advisor in GUAYNABO, Puerto Rico.
What are Jaime Antonio Casellas's credentials?
Jaime Antonio Casellas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Antonio Casellas located?
Jaime Antonio Casellas is based in GUAYNABO, Puerto Rico, last registered with JAC ADVISORS, LLC.
How large is JAC ADVISORS, LLC?
JAC ADVISORS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →