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Alfredo Jorge(Jr) Yanes

Actitrust Wealth Management LLC

Plantation, FL

Austin, TX

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Current Employers
Actitrust Wealth Management Llc

300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-22
TX RA APPROVED 2024-05-10
  • FL RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-10

Branch Locations

300 S. Pine Island Rd. Suite 305, Plantation, FL 33324 • United States

Austin, TX • 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
Axa Advisors, Llc. New York NY 07/2016 09/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2016 04/2017
Availity, Llc Jacksonville TX 04/2017 09/2017
Unemployed Jacksonville TX 10/2017 12/2017
Hci Group Jacksonville TX 01/2018 04/2018
Mclane Company, Inc. Austin TX 10/2019 06/2020
Mclane Company, Inc. Los Angeles CA 05/2018 06/2020
Lendfriend Home Loans Austin TX 10/2021 02/2023
Lendfriend Home Loans Austin TX 06/2020 02/2023
Mortgage Austin Austin TX 02/2023 12/2023
Opentext Austin TX 12/2023 01/2025
Actitrust Wealth Management Llc Austin TX 05/2024 Present
Jet|Fly Aviation Boca Raton FL 02/2025 Present
  • 07/2016 → 09/2016
    Axa Advisors, Llc.
    New York, NY
  • 10/2016 → 04/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
  • 04/2017 → 09/2017
    Availity, Llc
    Jacksonville, TX
  • 10/2017 → 12/2017
    Unemployed
    Jacksonville, TX
  • 01/2018 → 04/2018
    Hci Group
    Jacksonville, TX
  • 10/2019 → 06/2020
    Mclane Company, Inc.
    Austin, TX
  • 05/2018 → 06/2020
    Mclane Company, Inc.
    Los Angeles, CA
  • 10/2021 → 02/2023
    Lendfriend Home Loans
    Austin, TX
  • 06/2020 → 02/2023
    Lendfriend Home Loans
    Austin, TX
  • 02/2023 → 12/2023
    Mortgage Austin
    Austin, TX
  • 12/2023 → 01/2025
    Opentext
    Austin, TX
  • 05/2024 → Present
    Austin, TX
  • 02/2025 → Present
    Jet|Fly Aviation
    Boca Raton, FL
Other Businesses

1. Jet Fly Aviation; Senior Sales Advisor; Investment related: No; 90 Via Floresta Dr Boca Raton FL 33487; Jet Fly Aviation offers luxury private jet services and aircraft management; Consulting on chartering, acquisitions, management, and personalized travel solutions; Start date with business: 2025-02-10; Hours per month devoted to business during trading hours: 35; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 90; Website address for the organization: https://jetflyaviation.co/.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-04
S63 Uniform Securities Agent State Law Examination 2016-10-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-04
  • S63 Uniform Securities Agent State Law Examination
    2016-10-20
Other Names
  • Alfredo Jorge Yanes
  • Alfredo Yanes

View on SEC IAPD

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