Jon Paul Espinoza
B1 Financial · Aventura, Florida
Jon Paul Espinoza is a fee-only financial advisor at B1 Financial in Aventura, Florida. Jon Paul focuses on retirement planning, estate & legacy planning and tax planning. B1 Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | B1 Financial |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $39.7M across 72 accounts |
| SEC registration | Investment adviser representative in NM · CRD 4088404 |
| Exams passed | Series 63 (2000) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.b1.financial |
How Jon Paul's firm compares
- B1 Financial's average account is about $552,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Jon Paul
Is Jon Paul Espinoza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jon Paul holds no broker registration, and B1 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jon Paul charge for financial advice?
Jon Paul's firm, B1 Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jon Paul Espinoza based?
Jon Paul Espinoza is based in Aventura, Florida.
What does Jon Paul specialize in?
Jon Paul's specialties include retirement planning, estate & legacy planning and tax planning. Jon Paul works with retirees.
Is Jon Paul Espinoza registered with the SEC?
Yes. Jon Paul Espinoza is registered as an investment adviser representative in NM (CRD 4088404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B1 Financial manage?
B1 Financial reports $39.7M across 72 accounts in assets under management.
How do I contact Jon Paul Espinoza?
Through Jon Paul's website, www.b1.financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- B1 Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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