FF
Fernando Fussa Ocasio
CRD 2471569
Firms
| Firm | Role | As of |
|---|---|---|
| Jonathan Roberts Advisory Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Calton & Associates, Inc.
Chief Financial Officer/Finop · Less than 5% · Dec 2024
-
Mutual Trust Asset Mgmt., Inc.
Cfo · Less than 5% · Oct 2024
-
Dominion Portfolio Management, Inc.
Chief Financial Officer/Finop · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗