Advisor at CAF Investments LLC
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Firm
CAF Investments LLC
Location
Guaynabo, PR 00969
Credentials
Series 65
Industry experience
7 years
Jose Linares Blasini is a financial advisor at CAF Investments LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Weil Group Inc. and Mutual of Omaha Investor Services. Outside of his advisory role, he is a senior engineering consultant providing industrial engineering and data analytics services through Linares Blasini Consulting. CAF Investments LLC offers portfolio management, financial planning, and educational seminars to individuals, corporations, trusts, pension plans, and pooled investment clients. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, employing a range of strategies from long-term investing to shorter-term trading.
Educational course fee of $1,600 one-time or two payments of $900 each; Educational seminars fee ranges from $300 to $2,000 per hour
2.00% annually
Negotiated hourly fee between $100 and $1,000
30.00% performance fee on capital appreciation for qualified clients, in addition to 2.00% AUM fee
Account minimum: $10,000 Minimum fee: One-time non-refundable Setup Fee of $490 at inception of each new client agreement
Avenida Esmeralda #5, Second Floor
Guaynabo, PR 00969
Puerto Rico · Texas
CAF Investments LLC
2022 - Present (4 years)
Weil Group Inc.
2021 - 2022 (1 year)
Pharma-Bio Serv
2019 - 2021 (2 years)
Mutual of Omaha Investor Services
2018 - 2021 (3 years)
Mutual of Omaha Southern Florida & Caribbean Division Office
2018 - 2021 (3 years)
Mirus Consulting Group
2017 - 2017 (1 year)
Techno Talent Group
2015 - 2019 (4 years)
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Real estate agent
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