Jose Felipe Montes

Employer firm

Consultiva Wealth Management, Corp. CRD 111846

$533M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2024 → Present
  Savile Capital Group Llc
  Miami, FL
• 07/2022 → 04/2024
  Full Time Student
  Bogota
• 03/2019 → 06/2022
  Scotiabank
  Bogota
• 06/2016 → 03/2019
  Vitamejor
  Bogota
• 05/2025 → Present
  Consultiva Wealth Management Corp
  Miami, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-12