Jose Alberto Humbert

Employer firm

Efg Private Wealth Management (Americas) Corp. CRD 158905

$2.30B regulatory AUM

Reported services (Item 5G)

• 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

• 08/2018 → 05/2022
  Student
  South Bend, IN
• 07/2022 → 03/2023
  U.B.S. Asesores S.A
  Panama City
• 03/2023 → Present
  Efg Asesores S.A
  Panama City
• 01/2013 → 07/2018
  Student
  Panama City

Exams

• S66 Uniform Combined State Law Examination
  2023-09-12