AdvisorOS Directory
Claim Profile
SD

Sergio Bernal Donis

JV GLOBAL CAPITAL, INC.·HOUSTON, Texas
Unclaimed Profile
1980 POST OAK BLVD, HOUSTON, TX 77056-3899CRD# 6169616Firm CRD# 316742
01

About

Sergio Bernal Donis is a registered financial advisor based in HOUSTON, Texas, affiliated with JV GLOBAL CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Sergio

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

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

03

Firm Overview

Firm
JV GLOBAL CAPITAL, INC.
JV GLOBAL CAPITAL, INC.
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at JV GLOBAL CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6169616
Firm CRD# 316742
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOUSTON?

Browse all registered financial advisors in HOUSTON, Texas or claim this profile if it's yours.

Browse HOUSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Sergio Bernal Donis offer?
Sergio Bernal Donis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOUSTON, Texas for a consultation.
What are Sergio Bernal Donis's credentials?
Sergio Bernal Donis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sergio Bernal Donis located?
Sergio Bernal Donis is based in HOUSTON, Texas, working with JV GLOBAL CAPITAL, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Sergio Bernal Donis charge for services?
Sergio Bernal Donis'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 JV GLOBAL CAPITAL, INC.?
JV GLOBAL CAPITAL, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JV GLOBAL CAPITAL, INC.

Roberto Chaquip Apud Abud
HOUSTON, TX
Hernan Javier Guajardo
HOUSTON, TX
Juan Manuel Villarreal Montemayor
HOUSTON, TX
Julio Cesar Villarreal Guajardo
HOUSTON, TX
Ricardo Javier Gil Chaveznava
HOUSTON, TX

More Advisors in HOUSTON, Texas

Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Arthur Daniel Farr
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Daryoush Niknejad
VOSS CAPITAL LLC·HOUSTON, TX
Fredric Mark Edelman
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile