Juan Carlos Garrido Zevallos

Employer firm

B365Invest CRD 337742

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2014 → 05/2017
  Cancun Scuba Center
  Cancun
• 05/2017 → 05/2019
  Collin College
  Plano, TX
• 05/2019 → 08/2019
  Ritz-Carlton
  Cancun
• 08/2019 → 11/2020
  Eastern Illinois University
  Charleston, IL
• 11/2020 → 05/2021
  Eastern Illinois University
  Charleston, IL
• 05/2021 → 12/2021
  Eastern Illinois University
  Charleston, IL
• 01/2022 → 03/2022
  Unemployed
  Mckinney, TX
• 03/2022 → 08/2023
  Fidelity Investments
  Westlake, TX
• 01/2023 → 05/2024
  Texas Christian University
  Fort Worth, TX
• 05/2024 → 08/2024
  Vavane Inc.
  Fort Worth, TX
• 08/2024 → 01/2025
  Texas Christian University
  Fort Worth, TX
• 01/2025 → 05/2025
  Vavane Inc.
  Fort Worth, TX
• 05/2025 → 08/2025
  Investall, Inc.
  Fort Worth, TX
• 07/2025 → 08/2025
  Vavane Inc.
  Fort Worth, TX
• 09/2025 → Present
  B365Invest Llc
  San Antonio, TX

Previous Registrations

• 2025-05-13 → 2025-08-29
  Investall, Inc.
  Fort Worth, TX
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-24
• S66 Uniform Combined State Law Examination
  2022-10-14

Other Names

• Juan Carlos Garrido Zevallos
• Juan Carlo Garrido Zevallo