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Juan Pedro Umbert

Bbva Global Wealth Advisors, Inc.

Miami, FL

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Current Employers
Bbva Global Wealth Advisors, Inc.

501 Brickell Key Drive Suite 601, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-01
  • FL RA
    APPROVED
    Since 2026-06-01

Branch Locations

501 Brickell Key Drive Suite 601, Miami, FL 33131 • 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
The Court Sports Gear Key Biscayne FL 05/2015 05/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2018 07/2020
Northwestern Mutual Investment Services Llc Coral Gables FL 08/2019 02/2025
David Montes De Oca Coral Gables FL 07/2020 12/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2021 02/2025
M Kevin Lawhon Ft Lauderdale FL 12/2021 02/2024
Percy Avetrani Ft Lauderdale FL 02/2024 02/2025
Bbva Global Wealth Advisors, Inc. Miami FL 02/2025 Present
  • 05/2015 → 05/2018
    The Court Sports Gear
    Key Biscayne, FL
  • 05/2018 → 07/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2019 → 02/2025
    Northwestern Mutual Investment Services Llc
    Coral Gables, FL
  • 07/2020 → 12/2021
    David Montes De Oca
    Coral Gables, FL
  • 07/2021 → 02/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2021 → 02/2024
    M Kevin Lawhon
    Ft Lauderdale, FL
  • 02/2024 → 02/2025
    Percy Avetrani
    Ft Lauderdale, FL
  • 02/2025 → Present
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-15
S63 Uniform Securities Agent State Law Examination 2019-11-01
  • S65 Uniform Investment Adviser Law Examination
    2026-05-15
  • S63 Uniform Securities Agent State Law Examination
    2019-11-01
Other Names
  • Juan Pedro Umbert
  • Jp Umbert

View on SEC IAPD

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