Unclaimed Profile

Juan Fernando Valdivieso

BANORTE ASSET MANAGEMENT, INC.·HOUSTON, Texas

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 82TOChFCClean record2 years registeredBANORTE ASSET MANAGEMENT, INC.

5075 WESTHEIMER, HOUSTON, TX 77056CRD# 2820438Firm CRD# 290555

Profile Verification

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

Identity

Juan Fernando Valdivieso · HOUSTON, TX

Registration

CRD #2820438 · BANORTE ASSET MANAGEMENT, INC. · 2 years registered

Brand Profile

Not yet started

Career History

BINVESTING

May 2025 – present

BANORTE ASSET MANAGEMENT, INC.

Mar 2024 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 82TO

Registration record

First registered · March 12, 2024

Years registered · 2

Professional designation · ChFC

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 Fernando Valdivieso offer?

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

What are Juan Fernando Valdivieso's credentials?

Juan Fernando Valdivieso holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Juan Fernando Valdivieso located?

Juan Fernando Valdivieso 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 Fernando Valdivieso charge for services?

Juan Fernando Valdivieso'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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