Axel Jose Otero

Employer firm

Allgen Financial Advisors, Inc. CRD 126877

$475M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2015 → 12/2017
  Popular, Inc
  San Juan, PR
• 12/2017 → 06/2018
  First Bank Puerto Rico
  San Juan, PR
• 07/2018 → 05/2023
  Self-Employeed
  Orlando, FL
• 05/2023 → Present
  Allen Financial Advisors, Inc.
  Orlando, FL

Other Businesses

01/2022 - Present, Brew A Coffee, LLC d/b/a "Cafe Don Juan", Not Investment Related, 1100 S. Orlando Avenue, Suite B, Winter Park, Florida 32789, Restaurant/Cafe, I am a Partner that spends up to 10 hours a month handling accounting oversight and payroll.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-18

Other Names

• Axel J Otero Crescioni