Advisors at this firm
Juan T
CFA®
Orlando Park, IL
JT Asset Allocation LLC
Juan Troncoso Iriarte is a CFA® charterholder with two years of industry experience. He is currently with JT Asset Allocation LLC and has previously worked at Banco BICE and Quinto Inversiones. Prior to entering the advisory field, he spent over two decades at Dow Chemical. JT Asset Allocation LLC provides discretionary portfolio management primarily to individual clients, offering tailored investment allocations across a range of asset classes including mutual funds, equities, ETFs, fixed income, real estate funds, and non-U.S. securities. The firm employs a combination of cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, and incorporates both long- and short-term trading strategies with the use of margin and options.
Daoran A
Series 66
Frankfort, IL
JT Asset Allocation LLC
Daoran Alabin is a financial advisor at JT Asset Allocation LLC with five years of industry experience. He holds a Series 66 designation and has worked at First Allied Securities, Inc. and Smartcorr Systems Inc. since 2016. Prior to his advisory career, he was employed at The Dow Chemical Company from 1998 to 2016. JT Asset Allocation LLC provides discretionary portfolio management primarily to individual clients, offering tailored allocations across various asset classes including mutual funds, equities, ETFs, fixed income, real estate funds, and non-U.S. securities. The firm’s investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, with an emphasis on international markets and the use of derivatives within managed accounts.