Unclaimed Profile

Juan Esteban Medina

BANORTE ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 66Clean record8 years registeredBANORTE ASSET MANAGEMENT, INC.

5075 WESTHEIMER, HOUSTON, TX 77056CRD# 6875102Firm CRD# 290555

Profile Verification

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

Identity

Juan Esteban Medina · HOUSTON, TX

Registration

CRD #6875102 · BANORTE ASSET MANAGEMENT, INC. · 8 years registered

Brand Profile

Not yet started

Career History

ACP SECURITIES, LLC

Feb 2025 – present

ACP CAPITAL MANAGEMENT, LLC

Feb 2025 – present

BANORTE ASSET MANAGEMENT, INC.

Jun 2020 – Oct 2023

HOUSTON, TX

MORGAN STANLEY

Feb 2018 – Nov 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 21, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANORTE ASSET MANAGEMENT, INC.

CRD 290555 · SEC 801-114865

AUM

$218M

Regulatory assets under management

Employees

571 client accounts

Services offered by BANORTE ASSET MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANORTE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Juan Esteban Medina offer?

Juan Esteban Medina specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.

What are Juan Esteban Medina's credentials?

Juan Esteban Medina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Juan Esteban Medina located?

Juan Esteban Medina is based in HOUSTON, Texas, working with BANORTE ASSET MANAGEMENT, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Juan Esteban Medina charge for services?

Juan Esteban Medina'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 BANORTE ASSET MANAGEMENT, INC.?

BANORTE ASSET MANAGEMENT, INC. has approximately 29 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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