Insigneo Advisory Services, LLC

Jonathan Ender is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Insigneo since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is an owner and member of JAEC, LLC, a non-securities related entity used for tax planning. Insigneo Advisory Services provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking institutions. The firm combines customized allocations and firm-modeled portfolios, utilizing a variety of asset classes and allowing client-imposed investment restrictions.

Oriana Rebollar is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds the Series 66 designation and has been with Insigneo Advisory Services since 2024, having previously worked at Insigneo Securities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, corporations, trusts, and institutional clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing a range of investment types and third-party research to monitor performance.

Jose Cobian Moran is a financial advisor at Insigneo Advisory Services, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at Intercam Securities and Intercam Advisors from 2012 to 2025 before joining Insigneo in 2025. He is dually registered with Insigneo Advisory Services LLC and Insigneo Securities LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized investment solutions through discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles.

Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, accumulating 15 years at the latter. Patricia is also a managing director with Phoenix Private Wealth Management LLC. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm employs a combined approach of customized allocations and firm-modeled portfolios, utilizing third-party research and a dedicated investment committee to oversee diverse asset classes and client-imposed restrictions.

Pedro Isern is a financial advisor at Insigneo Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services, Inc. for 16 years. Outside of his advisory role, he volunteers with the Kiwanis Club of Little Havana and serves on the board of The Pyramids Condominium Association. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm offers customized investment solutions, combining adviser-managed accounts with firm-modeled portfolios, and utilizes a range of asset classes alongside third-party research to monitor performance.

Cristina Mendez is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Insigneo Advisory Services, LLC since 2020. Prior to joining Insigneo, she worked at UBS Financial Services Inc for nine years. She is also the owner of DM Wealth Management Group, a financial services business focused on portfolio creation and asset allocation. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm combines customized allocations with firm-modeled multi-asset portfolios and utilizes third-party research to monitor performance across a range of investment types.

Felipe Miranda is a financial advisor at Insigneo Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Efg Capital International Corp for 15 years. Outside of financial services, he is involved in medical-related ventures, including managing entities associated with diabetes treatment centers in South Florida and Colombia, and he also directs a yacht chartering business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers customized and model-based portfolio solutions, incorporating a range of asset classes and allowing client-imposed restrictions, supported by third-party research and ongoing account reviews.

Hector Equihua is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and based in Laredo, TX. He has experience at Insigneo Advisory Services and Insigneo Securities, as well as eight years at International Bank of Commerce. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled portfolios, utilizing third-party research and a range of investment vehicles including equities, fixed income, and alternative investments.

Mariela May is a financial advisor at Insigneo Advisory Services, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at CitiGroup Global Markets Inc for 12 years. Outside of her advisory work, she is also a part-owner of a real estate property in Aventura, Florida. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed account solutions and employs a combination of customized allocations and firm-modeled portfolios, using third-party research and periodic reviews to monitor performance.

Alberto Lopez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked at firms including Wells Fargo Clearing and UBS Financial Services before joining Insigneo in 2021. Outside of advising, he has ownership in a family-run business unrelated to investment activities. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, combining customized allocations with firm-modeled strategies and regular performance monitoring.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC in various capacities from 2015 to 2018. Outside of his advisory role, he owns Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, employing both proprietary and third-party investment strategies.

Maria Guevara Fajardo is a financial advisor at Insigneo Advisory Services, LLC with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. She is the president and owner of Max Advisor Corp, a non-securities related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm combines customized allocations with firm-modeled portfolios and utilizes third-party research to monitor performance across a range of asset classes.

Jorge De Apodaca III is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Prior to joining Insigneo in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2018. He is also the owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers various managed account options and employs a combination of customized allocations and firm-modeled portfolios, incorporating third-party research and oversight by an investment committee.

Oscar Melian is a financial advisor at Insigneo Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Advisors LLC and HB Asset Management. He has been with Insigneo Advisory Services and its affiliated broker-dealer since 2016. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, institutional, and banking clients. The firm employs a combination of customized allocations and firm-modeled multi-asset portfolios, utilizing third-party research and periodic reviews to manage diversified portfolios that may include equities, fixed income, commodities, REITs, alternative investments, and private placements.

Andrea Narbona Letelier is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at VectorGlobal WMG and ECLASS. Outside of advisory activities, she has served as a teacher assistant for an online education platform. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through committee-driven model portfolios and individualized advisor-led construction, incorporating global asset classes and emerging markets.