Unclaimed Profile

James Arthur Rodriguez Colom

SAN JUAN ASSET MANAGEMENT, INC.·SAN JUAN, Puerto Rico

Series 3, Series 7, Series 7TO, Series 8, Series 24, Series 63, Series 65Clean record10 years registeredSAN JUAN ASSET MANAGEMENT, INC.

1519 PONCE DE LEON AVENUE SUITE 1501, SAN JUAN, PR 00909-1724CRD# 1196370Firm CRD# 138046

Profile Verification

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

Identity

James Arthur Rodriguez Colom · SAN JUAN, PR

Registration

CRD #1196370 · SAN JUAN ASSET MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

X-SQUARE CAPITAL

Apr 2016 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 7TO

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · April 27, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAN JUAN ASSET MANAGEMENT, INC.

CRD 138046 · SEC 801-65220

Employees

Total firm employees

Services offered by SAN JUAN ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SAN JUAN ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does James Arthur Rodriguez Colom offer?

James Arthur Rodriguez Colom specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JUAN, Puerto Rico for a consultation.

What are James Arthur Rodriguez Colom's credentials?

James Arthur Rodriguez Colom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Arthur Rodriguez Colom located?

James Arthur Rodriguez Colom is based in SAN JUAN, Puerto Rico, working with SAN JUAN ASSET MANAGEMENT, INC.. Their office serves clients in the SAN JUAN metropolitan area and surrounding communities.

How does James Arthur Rodriguez Colom charge for services?

James Arthur Rodriguez Colom's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAN JUAN ASSET MANAGEMENT, INC.?

SAN JUAN ASSET MANAGEMENT, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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