Jose Finkelstein
Activest Wealth Management · Aventura, Florida
Jose Finkelstein is a fee-only financial advisor at Activest Wealth Management in Aventura, Florida. Activest Wealth Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Activest Wealth Management |
|---|---|
| Based in | Aventura, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Languages | Spanish |
| Assets under management | $1.46B across 1,767 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6869760 |
| Exams passed | Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.activestwm.com |
How Jose's firm compares
- Activest Wealth Management's average account is about $826,000, from its Form ADV (assets managed divided by 1,767 accounts).
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Questions about Jose
Is Jose Finkelstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Activest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Activest Wealth Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
What languages does Jose work in?
Besides English, Activest Wealth Management offers service in Spanish, according to its website.
Where is Jose Finkelstein based?
Jose Finkelstein is based in Aventura, Florida.
Is Jose Finkelstein registered with the SEC?
Yes. Jose Finkelstein is registered as an investment adviser representative in FL (CRD 6869760), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Activest Wealth Management manage?
Activest Wealth Management reports $1.46B across 1,767 accounts in assets under management.
How do I contact Jose Finkelstein?
Through Jose's website, www.activestwm.com.
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
- Activest Wealth Management 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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