Jose Enrique Quinones

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 01/2025
  Lincoln Financial Securities Corporation
  San Juan, PR
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Juan, PR

Previous Registrations

• 2006-09-25 → 2025-01-24
  Osaic Fs, Inc.
  Miami, FL
  Hato Rey, PR
  Katy, TX
  San Juan, PR
  San Juan, PR

Other Businesses

1)QINONES FINANCIAL GROUP LLC 654 PLAZA MUNOZ RIVERA AVENUE SUITE 923 HATO REY, PR 00918 CATEGORY:LLC HOLDING COMPANY/INSURANCE INVESTMENT-RELATED: YES TITLE: OFFICER DUTIES: MANAGE EXPENSES FOR UNDERLYING COMPANIES AS WELL AS OFFER ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE:11/1/2011 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS:40 2)LUIS R. QUINONES INSURANCE AGENCY INC. 654 PLAZA, AVE MUNOZ RIVERA SUITE 923 HATO REY, PR 00918 CATEGORY:INSURANCE INVESTMENT-RELATED:Y TITLE: AGENT DUTIES:OFFERING AND RECEIVING OVERRIDES ON ACCIDENT HEALTH, COMMISSION BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED AND INDEXED (EIA) ANNUITIES, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE:1/1/2003 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS:40 3)JOSE E QUINONES POSITION: Agent NATURE: Life Insurance Sales, Disability, Long Term Care INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 05/01/2003 ADDRESS: 654 Plaza, Munoz Rivera Ave, Suite 923, Hato Rey PR 00918, United States DESCRIPTION: Sales 4)QUINONES FINANCIAL GROUP INC. POSITION: Operations Director NATURE: This is my dad's General Insurance Agency where my license is held at, I run the financial operations. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2003 ADDRESS: 654 Plaza, Ave Munoz Rivera, Suite 923, Hato Rey PR 00918, United States DESCRIPTION: We sell as individuals but the corporation receives the payments and then pays me. Some companies pay me directly. I manage the company's financies, employees, etc. 5)QUINONES FINANCIAL MANAGEMENT LLC POSITION: Manager NATURE: This is a company for tax purpose that pays employee expenses and benefits only. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2011 ADDRESS: 654 Plaza, Ave Munoz Rivera, Suite 923, Hato Rey PR 00918, United States DESCRIPTION: Pay business related expenses, especially staff wages, health plan, benefits and bonuses, along with our tax advisor.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-12

Designations

• Certified Financial Planner

Other Names

• Jose Enrique Quinones Archilla