Best Investors Account Sign in
Inactive

Omar Jesus Balaguer

Popular Asset Management

San Juan, PR

CRD 7906035

Claim This Profile
Employer firm

Popular Asset Management CRD 313653

$3.71B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Popular Asset Management

Popular Center North Building, 4Th Flr 209 Munoz Rivera Ave., San Juan, PR 00918 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2024-04-30
  • PR RA
    APPROVED
    Since 2024-04-30

Branch Locations

Popular Center North Building, 4Th Flr 209 Munoz Rivera Ave., San Juan, PR 00918 • 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
Popular Asset Management San Juan PR 09/2018 Present
Banco Popular De Puerto Rico San Juan PR 12/2017 09/2018
Banco Popular De Puerto Rico San Juan PR 10/2014 12/2017
  • 09/2018 → Present
    Popular Asset Management
    San Juan, PR
  • 12/2017 → 09/2018
    Banco Popular De Puerto Rico
    San Juan, PR
  • 10/2014 → 12/2017
    Banco Popular De Puerto Rico
    San Juan, PR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16
Other Names
  • Omar Jesus Balaguer Ramos
  • Omar Balaguer

View on SEC IAPD

More in San Juan, PR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor