Juan Jesus Maldonado

Vice President Investments-wealth Manager at Nationwide Planning Associates, Inc.

Juan Jesus Maldonado has over 20 years of experience in finance and banking. Juan Jesus began their career at Popular Securities in 2004 as a VP Investments, where they managed a large book of clients and provided financial advice and portfolio analysis. In 2005, they joined Santander Securities as a VP Investments and continued in this role until 2016. During their time at Santander Securities, they gained a Series 7 license and developed expertise as a Financial Advisor. In 2016, they joined Nationwide Planning Associates, Inc. as a Wealth Manager-Financial Advisor and later became Vice President Investments-Wealth Manager.

Juan Jesus Maldonado's education history includes studying Finance, General at both OSU and UPR. No specific degree or dates of attendance are provided. Additionally, there is mention of a certification called Series 7, but no further information about the institution or the year it was obtained.

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Timeline

  • Vice President Investments-wealth Manager

    November, 2016 - present

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