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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2019
- Office Locations
- 1
Office Locations
About Spotlight Investment LLC
Spotlight Investment LLC is a Boston-based, retail-focused investment advisory firm led by Juan De Jesus. It delivers holistic financial planning (savings, expenses, debt, and taxes) alongside investment management, building efficient, diversified portfolios with meaningful use of ETFs and fixed income. The firm custodies with Interactive Brokers and brings a quantitative, MIT-trained perspective.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Juan Francisco De Jesus
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7145342
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,978,710 | -- |
| Total | $6,978,710 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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