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Juan Sebastian Uran Munoz

Touchstone Advisors Inc

Cincinnati, OH

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Current Employers
Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-10-15
  • OH RA
    APPROVED
    Since 2021-10-15

Branch Locations

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • 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
Black Horse Carriers Cincinnati OH 01/2019 06/2019
United Parcel Service Cincinnati OH 08/2018 01/2019
Edward Jones Investments Cincinnati OH 06/2018 08/2018
Howland Logistics Cincinnati OH 05/2018 08/2018
Cpc Logistics Cincinnati OH 05/2016 10/2017
University Of Cincinnati Cincinnati OH 08/2017 06/2019
New York Life Insurance Co Cincinnati OH 06/2019 01/2020
Nylife Securities Llc Cincinnati OH 08/2019 01/2020
Fidelity Brokerage Services Covington KY 01/2020 08/2020
La Fitness Cincinnati OH 08/2020 05/2021
Amazon Hebron OH 11/2020 07/2021
Ifs Financial Services, Inc. Cincinnati OH 07/2021 Present
Touchstone Securities Cincinnati OH 07/2021 Present
  • 01/2019 → 06/2019
    Black Horse Carriers
    Cincinnati, OH
  • 08/2018 → 01/2019
    United Parcel Service
    Cincinnati, OH
  • 06/2018 → 08/2018
    Edward Jones Investments
    Cincinnati, OH
  • 05/2018 → 08/2018
    Howland Logistics
    Cincinnati, OH
  • 05/2016 → 10/2017
    Cpc Logistics
    Cincinnati, OH
  • 08/2017 → 06/2019
    University Of Cincinnati
    Cincinnati, OH
  • 06/2019 → 01/2020
    New York Life Insurance Co
    Cincinnati, OH
  • 08/2019 → 01/2020
    Nylife Securities Llc
    Cincinnati, OH
  • 01/2020 → 08/2020
    Fidelity Brokerage Services
    Covington, KY
  • 08/2020 → 05/2021
    La Fitness
    Cincinnati, OH
  • 11/2020 → 07/2021
    Amazon
    Hebron, OH
  • 07/2021 → Present
    Ifs Financial Services, Inc.
    Cincinnati, OH
  • 07/2021 → Present
    Touchstone Securities
    Cincinnati, OH
Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-15
S63 Uniform Securities Agent State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2021-10-15
  • S63 Uniform Securities Agent State Law Examination
    2020-05-28
Other Names
  • Juan Sebastian Uran Munoz
  • Juan Uran Munoz
  • Sebastian Uran Munoz

View on SEC IAPD

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