JAC ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Guaynabo, PR
CRD number
329700
Registered since
August 20, 2024

Firm profile

FINTRX

Overview

Jac Advisors, LLC operates as a limited liability company focused on providing advisory services. While specific details about their investment activities and preferences are not disclosed, the firm is categorized as unclassified and does not engage in capital allocation. Jac Advisors does not identify as an active ESG investor, nor do they have affiliations with other advisory entities or pension consulting services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JAIME CASELLAS

    PresidentCRD 2338369

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Guaynabo, PR

Location

Guaynabo, PR

Headquartered in Guaynabo, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
Calle Juan C Borbon
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth