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.

Maximiliano Contador Jaras is a financial advisor with Insigneo Advisory Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including 14 years at VectorGlobal WMG. He is also authorized to work as a financial advisor for VectorGlobal WMG Chile Asesores Financieros SPA, an affiliate of VectorGlobal WMG, Inc. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on committee-driven model portfolios and individualized advisor-led portfolio construction. The firm incorporates global asset classes, emerging markets, and foreign currency exposures into its strategies and manages relationships that include cross-border and affiliated broker-dealer elements.

Oriana Rebollar is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. She has been with Insigneo Securities since 2021 and transitioned to Insigneo Advisory Services in 2024. In addition to her advisory role, she serves as a client associate within an affiliated business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, utilizing a combination of committee-driven model portfolios and individualized advisor-led portfolio construction. The firm’s approach includes global asset classes and emerging-market exposure, with options for discretionary and non-discretionary portfolio management.

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 at Insigneo Advisory Services, LLC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 24 years. Outside of her advisory role, she is Managing Director and 50% owner of Phoenix Private Wealth Management LLC, a financial services brokerage and advisory business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven investment process combined with individualized advisor-led portfolio construction, incorporating global asset classes and third-party research to align with client objectives and risk tolerances.

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.

Jose Antonio Roca Dammert is a financial advisor at Insigneo Advisory Services, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at VectorGlobal WMG for seven years before joining Insigneo in 2026. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios with individualized advisor-led portfolio construction. The firm offers access to global asset classes, including emerging markets, and operates with notable cross-border elements, including offshore funds and affiliated broker-dealer services.

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 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, he has a joint ownership interest in an investment-related business in Miami. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management through firm-managed multi-asset portfolios and third-party manager oversight. The firm’s investment approach combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating global asset classes and emerging markets.

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

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 credentials and bringing 23 years of industry experience. He has worked with Insigneo since 2018 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is an owner of Latam Group, LLC, a non-securities business used for tax planning purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led construction. The firm incorporates global asset classes and emerging markets in its portfolios and features notable cross-border investment elements under common control with its Panama-based affiliate.