Juan De Jesus
Spotlight Investment · Boston, Massachusetts
Juan De Jesus is a fee-only financial advisor at Spotlight Investment in Boston, Massachusetts. Spotlight Investment reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Spotlight Investment |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.0M across 22 accounts |
| SEC registration | Investment adviser representative in FL, MA · CRD 7145342 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.spotlightinvestment.com |
How Juan's firm compares
- Spotlight Investment's average account is about $317,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Juan
Is Juan De Jesus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Juan holds no broker registration, and Spotlight Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Juan charge for financial advice?
Juan's firm, Spotlight Investment, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Juan De Jesus based?
Juan De Jesus is based in Boston, Massachusetts.
Is Juan De Jesus registered with the SEC?
Yes. Juan De Jesus is registered as an investment adviser representative in FL and MA (CRD 7145342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spotlight Investment manage?
Spotlight Investment reports $7.0M across 22 accounts in assets under management.
How do I contact Juan De Jesus?
Through Juan's website, www.spotlightinvestment.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
- 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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