Isai Juarez
Chief Executive Officer, Chief Compliance Officer, & Senior AdviserJourney Equity Wealth Management LLCCRD 6168124
About Isai Juarez
Isai Juarez is listed as Chief Executive Officer, Chief Compliance Officer, & Senior Adviser at Journey Equity Wealth Management LLC in Downey, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Journey Equity Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Isai Juarez work?
Isai Juarez is listed as Chief Executive Officer, Chief Compliance Officer, & Senior Adviser at Journey Equity Wealth Management LLC on SEC Form ADV.
How much of Journey Equity Wealth Management LLC does Isai Juarez own?
Form ADV reports a beneficial ownership band of Over 75%.
Journey Equity Wealth Management LLC
| Title | Chief Executive Officer, Chief Compliance Officer, & Senior Adviser |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |