Advisor at Fleurus Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fleurus Investment Advisory, LLC
Location
Weston, CT
Credentials
CFP®, CFA®
Industry experience
11 years
Jean Francis Lopez De Valdivia is a CFP® and CFA® with 11 years of industry experience. He has been the sole advisor at Fleurus Investment Advisory, LLC since 2014. Fleurus Investment Advisory provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes discretionary account management under a fiduciary standard, using index mutual funds and ETFs within a long-term trading framework that incorporates charting, fundamental and quantitative analysis, and modern portfolio theory.
Based on Fleurus Investment Advisory, LLC
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.875% $2,000,000+: 0.75%
$250 per hour, total financial plan cost not to exceed $5,000
Weston, CT
Connecticut · New York
Fleurus Investment Advisory, LLC
2014 - Present (12 years)
Fleurus Investment Advisory
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Ridgefield, CT
Granite Hill Capital Management, LLC
Series 63, Series 65
Norwalk, CT
Euclid Harding, LLC
CFA®
Stamford, CT
Tadpole Investments LLC
Series 65
Redding, CT
HarborAdvisors, LLC
Series 66
Westport, CT
Blue Keel Financial Planning
Series 65
Westport, CT
Norman Kramer Investments, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")