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Jean-Francis Lopez De Valdivia

Fleurus Investment Advisory, LLC

Weston, CT

CRD 1895346

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Employer firm

Fleurus Investment Advisory, LLC CRD 172257

$45.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Fleurus Investment Advisory, Llc

Weston, CT • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-05
CT RA APPROVED 2015-05-15
  • NY RA
    APPROVED
    Since 2021-02-05
  • CT RA
    APPROVED
    Since 2015-05-15

Branch Locations

Weston, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fleurus Investment Advisory Holden MA 05/2014 Present
Fleurus Investment Advisory, Llc Holden MA 05/2014 Present
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Jean Lopez
  • Jean Lopez
  • Jeff De Valdivia

View on SEC IAPD

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