Jonathan Berlin

Jonathan Berlin Email and Phone Number

Principal Chief Executive Officer @ Berlin Wealth Group Advisors LLC
Cabo San Lucas, BCS, MX
Jonathan Berlin's Location
Cabo San Lucas, Baja California Sur, Mexico, Mexico
About Jonathan Berlin

I help people to create, preserve, or grow their wealth through investment strategies according to their investor profile as well as the financial goals they want to achieve.Through one of the world's leading brokers, and strategic alliances with legal and tax firms, I seek to make people's wealth profitable, also looking at inheritance issues through the creation of trusts.

Jonathan Berlin's Current Company Details
Berlin Wealth Group Advisors LLC

Berlin Wealth Group Advisors Llc

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Principal Chief Executive Officer
Cabo San Lucas, BCS, MX
Website:
berlin-wealthgroupadvisors.com
Employees:
5
Jonathan Berlin Work Experience Details
  • Berlin Wealth Group Advisors Llc
    Principal Chief Executive Officer
    Berlin Wealth Group Advisors Llc
    Cabo San Lucas, Bcs, Mx
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  • Berlin Wealth Group Advisors Llc
    Principal Chief Executive Officer
    Berlin Wealth Group Advisors Llc Feb 2024 - Present
    Delaware, Estados Unidos
    Company providing advisory services in investment strategies, financial planning, trust creation for investment or estate planning purposes, and designing tax strategies for effective wealth management.
    View
  • Academia Bursátil Mexicana
    Fundador Y Docente
    Academia Bursátil Mexicana Aug 2019 - Present
    Docente y fundador de la Academia Bursátil Mexicana, dedicada a impartir educación bursátil desde nivel básico, hasta operar productos complejos como Opciones y Futuros en la Bolsa de Nueva York.
  • Profesional Independiente
    Wealth Management Advisor
    Profesional Independiente Aug 2017 - Feb 2024
    Independent Portfolio Manager
  • Grupo Financiero Interacciones
    Wealth Management Associate
    Grupo Financiero Interacciones Jul 2013 - Aug 2017
    Analyze clients financial needs, goals, sensitivity to risk and time horizon in order to choose the best option of investment.Trading of financial products as stocks, bonds, ADR´s, ETF´in order to increase the portfolio´s clients.
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  • Pws México Intermediario De Reaseguro
    Equity Trader Of Mexbol
    Pws México Intermediario De Reaseguro Feb 2010 - May 2013

Jonathan Berlin Skills

Investments Portfolio Management Financial Analysis Wealth Management Strategic Financial Planning Equities Mutual Funds Financial Modeling Asset Management Fixed Income Retirement Planning Banking Inversiones

Jonathan Berlin Education Details

Frequently Asked Questions about Jonathan Berlin

What company does Jonathan Berlin work for?

Jonathan Berlin works for Berlin Wealth Group Advisors Llc

What is Jonathan Berlin's role at the current company?

Jonathan Berlin's current role is Principal Chief Executive Officer.

What schools did Jonathan Berlin attend?

Jonathan Berlin attended Yale University, Escuela Bancaria Y Comercial, Finra, Tecnológico De Monterrey, Universidad La Salle, A.c..

What skills is Jonathan Berlin known for?

Jonathan Berlin has skills like Investments, Portfolio Management, Financial Analysis, Wealth Management, Strategic Financial Planning, Equities, Mutual Funds, Financial Modeling, Asset Management, Fixed Income, Retirement Planning, Banking.

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