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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Nationwide Planning Associates, Inc.
Nationwide Planning Associates is a national full-service financial planning firm and a FINRA-regulated broker-dealer serving the needs of individuals, institutions, and financial intermediaries. At Nationwide Planning, we give our advisors the resources, products, tools and support they need to place and keep their clients on a solid path to achieving their financial goals. Whether it’s responsive back-office support, best-in-class products, access to senior management, or advanced technology, our advisors have everything necessary to provide superior financial planning and investment solutions to the clients that rely on them. Unlike some of our competitors that use internally-managed proprietary investment and insurance products which generate significantly greater income when sold to clients, our firm’s entire business strategy is based on the underlying principle that a firm has to be independent and unbiased in order to provide the best and most objective financial planning solutions to investors. Otherwise, conflicts of interest between the firm and its clients resulting from the sale of such proprietary products can easily enter into the investment decision-making process and create decisions which are not always in the client’s favor. At Nationwide Planning, our code of ethics, the screening process by which we select our advisors, our prohibition against proprietary products, and our open-architecture product platform converge to foster an environment that encourages our advisors to provide their clients with unbiased and objective advice and to recommend the products and services which will best meet their needs. All of our client brokerage assets are held at Pershing LLC, a wholly-owned subsidiary of the largest custodial bank in the world—The Bank of New York Mellon.