Oscar Varona
CJW Capital · Chicago, Illinois
Oscar Varona is a fee-only financial advisor at CJW Capital in Chicago, Illinois. Oscar focuses on sustainable & impact investing. CJW Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CJW Capital |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $80.7M across 424 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 6850980 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.cjwcapital.com |
| Profile |
How Oscar's firm compares
- CJW Capital's average account is about $190,000, from its Form ADV (assets managed divided by 424 accounts).
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Questions about Oscar
Is Oscar Varona a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Oscar holds no broker registration, and CJW Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Oscar charge for financial advice?
Oscar's firm, CJW Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Oscar Varona based?
Oscar Varona is based in Chicago, Illinois.
What does Oscar specialize in?
Oscar's specialties include sustainable & impact investing.
Is Oscar Varona registered with the SEC?
Yes. Oscar Varona is registered as an investment adviser representative in FL and TX (CRD 6850980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CJW Capital manage?
CJW Capital reports $80.7M across 424 accounts in assets under management.
How do I contact Oscar Varona?
Through Oscar's website, www.cjwcapital.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
- CJW Capital 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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