Jose Jacobo Finkelstein

Employer firm

Activest Wealth Management, LLC CRD 156150

$1.46B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Periodicals / newsletters
• CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2020 → Present
  Futura Asset Advisors Llc
  Coral Gables, FL
• 06/2017 → 07/2021
  Insight Securities Inc.
  Coral Gables, FL
• 04/2009 → 05/2017
  Milleglory S.A. De Cv
  Mexico D.F.
• 04/2025 → Present
  Activest Wealth Management, Llc
  Aventura, FL

Previous Registrations

• 2021-03-02 → 2025-08-26
  Futura Asset Advisors Llc
  Coral Gables, FL

Other Businesses

Pupicko LLC; non-investment related; 10666 NW 10th CT, Miami, FL 33138; Fee Collection; Authorized Member since April 2022; less than 5% of time spent on this activity, none of which is during securities trading hours, duties include filing taxes.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-24