Jonathan Williams Pacheco Figueroa

Employer firm

Chapel Bridge Wealth Advisors CRD 313295

$274M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• ADVISORY CONSULTING; FAMILY OFFICE AND WEALTH PLANNING SERVICES

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

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

Current Employers

Employment History

• 01/2019 → 01/2022
  Goldman Sachs
  Dallas, TX
• 07/2018 → 11/2018
  Clinica Yaguez
  Mayaguez, PR
• 08/2013 → 05/2018
  University Of Puerto Rico
  Mayaguez, PR
• 01/2022 → 03/2024
  Banco Popular De Puerto Rico
  Vega Alta, PR
• 05/2014 → 01/2019
  N/A
  N/A, PR
• 04/2024 → Present
  Chapel Bridge Wealth Advisors
  San Juan, PR
• 04/2024 → Present
  Chapel Bridge Wealth Advisors
  San Juan, PR

Other Businesses

Banco Popular de PR (Private Banker) - 208 Ave. Luis Muñoz Rivera, Popular Center P01, San Juan PR 00918 - Compensation = Salary - Non-Investment Related - Nature of the business = Banking - Start Date = 01/24/2022

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-30

Other Names

• Jonathan Williams Pacheco