Juan M. Castaneda

Current Employers

Employment History

• 01/2015 → 09/2016
  Unemployed
  Quogue, NY
• 09/2016 → 09/2018
  Fieldpoint Private Securities Llc
  New York, NY
• 10/2018 → 11/2021
  Jpmorgan Chase Bank Na
  Miami, FL
• 10/2018 → 11/2021
  Jpmorgan Securities Llc
  Miami, FL
• 11/2021 → 03/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
• 01/2022 → 03/2025
  Bank Of America, N.A.
  Palm Beach, FL
• 06/2025 → Present
  One Seven
  Beachwood, OH

Previous Registrations

• 2021-11-17 → 2025-03-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL
  Miami, FL
• 2017-03-10 → 2018-10-17
  Dominari Securities Llc
  New York, NY

Other Businesses

1) Alta Vera Securities, member, investment related, brand and entity utilized with broker-dealer, sourcing and selling private investment opportunities to qualified investors, approx 80 hours per month 2) Alta Vera Global Capital Advisors, investment related, DBA for Ohio-based RIA, OneSeven, engaged in RIA related activities, approx 80 hours per month 2) University of Virginia Club of Miami (volunteer), not investment related, no compensation, Board member, standard board activities, 3hrs/month 3) Estela Spec LLC (real estate investments), personal holding entity for passive real estate investments, Member (investor), approximately 3hrs/month max. 4) Mar8 LLC (use for self employed business activity related to Alta Vera GCA and Stonehaven), sole member LLC, 80hrs/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-25
• S66 Uniform Combined State Law Examination
  2016-11-23
• S63 Uniform Securities Agent State Law Examination
  2014-05-09

Other Names

• Juan Manuel Castaneda
• Juan Manuel Castaneda Ferreyros
• Juan M. Castaneda
• Juan Castaneda