Juan Guillermo Lenis

Employer firm

Bbva Global Wealth Advisors, Inc. CRD 327326

$1.36B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2014 → 03/2024
  Bbva Mexico Sa
  Mexico City
• 03/2024 → Present
  Bbva Global Wealth Advisors, Inc.
  Miami, FL

Other Businesses

BBVA Global Wealth Insurance, Inc; Not investment related; 1980 Post Oak Blvd, Floor 10, Houston, TX 77056; Insurance Agency; Insurance Agent; Refer clients to the Insurance Agency and receive referral fees; 04/2026; 8 hours per month; 2 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-03