Janel Vidal Perez

Employer firm

Insigneo Advisory Services, LLC CRD 282589

$5.16B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSOLIDATION REPORTING AND CONSULTING SERVICES

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 04/2021 → Present
  Insigneo Securities Llc
  Miami, FL
• 04/2021 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2003-02-18 → 2021-04-21
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL

Other Businesses

-Insigneo Advisory Services. Investment related. Senior Vice President since April 2021. Fours hours dedicated to this OBA during security trading hours. -Cojimar Holdings LLC: Non-Investment related, non-Securities related / Address: Florida / Nature: pass through entity for tax and expense purpose. / Position: Owner and Authorized member / Start date: 5/2021 / Devoted: 1 hrs/month and 0 hrs/month during securities trading hours. -MVP Wealth Management: DBA branding name to conduct securities and advisory activities through Insigneo Securities and Insigneo Advisory Services

Exams

• S66 Uniform Combined State Law Examination
  2003-02-07

Other Names

• Janel Vidal
• Janel Baruh
• Janel Vidal Perez
• Janel Vidal