Best Investors Account Sign in
Inactive

Ivanna Jhonovna Berrio Paeva

Ticino Wealth

Mission Viejo, CA

CRD 6859725

Claim This Profile
Employer firm

Ticino Wealth CRD 335808

$400M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Ticino Wealth

27201 Puerta Real Suite #410, Mission Viejo, CA 92691 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-23
  • CA RA
    APPROVED
    Since 2025-09-23

Branch Locations

27201 Puerta Real Suite #410, Mission Viejo, CA 92691 • 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
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Irvine CA 11/2012 09/2025
Ticino Wealth Mission Viejo CA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-23
  • S66 Uniform Combined State Law Examination
    2020-10-23
Other Names
  • Ivanna Jhonovna Berrio

View on SEC IAPD

Nearby Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS

Nearby Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA

More in Mission Viejo, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor