Pembroke Pines, FL Office

Team
Updated today

Client AUM

$2,544,081,127

Clients

8,569

Advisors

2

Of 61 advisors across 32 offices

Location

Pembroke Pines FL

Advisors at this office

2

Advisors at this office

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Antonio L

Series 65

Pembroke Pines, FL

Bison Wealth, LLC

Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC in Pembroke Pines, FL. He holds a Series 65 designation and has experience working at several firms, including Makoto and Katsuya, before joining Bison Wealth where he has been since 2024. Bison Wealth serves a broad client base including individuals, family offices, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement plan advice. The firm is notable for its turnkey asset management platform for other advisers and its use of alternative investments and option-based overlay strategies.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Jacob G

Series 65

Pembroke Pines, FL

Bison Wealth, LLC

Jacob Guevara Sr. is a financial advisor at Bison Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at The Pacific Financial Group, Inc. and Independent Financial Partners. In addition to his advisory role, he has served as a Deputy Sheriff with the Broward County Sheriff's Office since 1995 and is president of Gold Star Financial Planning, Inc., a non-investment-related business. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, multi-manager investment solutions, and access to alternative investments, utilizing a tactical and strategic allocation approach through a turnkey asset management platform that also supports other financial advisers.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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