Jonathan Williams Pacheco Figueroa

Current Employers

Chapel Bridge Wealth Advisors

53 Palmeras Street Suite 601, San Juan, PR 00901 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-11-05
PR	RA	APPROVED	2024-09-30

OH RA
APPROVED

Since 2024-11-05
PR RA
APPROVED

Since 2024-09-30

Branch Locations

53 Palmeras Street Suite 601, San Juan, PR 00901 • 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

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

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

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-30

S65 Uniform Investment Adviser Law Examination

2024-09-30

Other Names

Jonathan Williams Pacheco

View on SEC IAPD

Current Employers

Chapel Bridge Wealth Advisors

Disclosures

Employment History

Other Businesses

Exams

Other Names

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