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Jeffrey Donor Barrera

Investment Adviser Representative at MIRAMONTES CAPITAL, LLC

Cypress, CACRD #2941346Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
29 yrs
States Registered
2 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Donor Barrera has worked in the securities industry since 1997. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/5/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 11/10/1997
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/7/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/5/1997
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 11/29/2010
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 9/13/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0225
Account minimum: $75,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Miramontes Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BALANCED SECURITY PLANNING, INC.Current
11/21/2025Cypress, CA
MIRAMONTES CAPITAL, LLCCurrent
11/21/2025Cypress, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
9/4/200912/19/2025Cypress, CA
CHASE INVESTMENT SERVICES CORP.
5/2/20099/4/2009Lakewood, CA
WAMU INVESTMENTS, INC.
1/9/20075/2/2009Lakewood, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Donor Barrera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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